See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,680 | $105,860-42.7% | $90,749-33.1% | $134,475-54.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.24% | -11.01%+3.8pp | -12.16%+4.9pp | 417.96%-425.2pp |
| Employer contribution / active EE | $3,315 | $3,462-4.3% | $2,921+13.5% | $4,740-30.1% |
| Participant deferral / active EE | $5,169 | $5,216-0.9% | $4,564+13.3% | $6,400-19.2% |
| Admin fee / account holder | $109,985 | $13,938+689.1% | $8,445+1202.4% | $11,426+862.6% |