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 | $78,991 | $90,519-12.7% | $93,789-15.8% | $134,475-41.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.23% | -15.72%-3.5pp | -11.33%-7.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,765 | $4,343-59.4% | $4,323-59.2% | $4,740-62.8% |
| Participant deferral / active EE | $8,753 | $5,978+46.4% | $6,094+43.6% | $6,400+36.8% |
| Admin fee / account holder | $314 | $9,252-96.6% | $7,195-95.6% | $11,426-97.3% |