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 | $86,291 | $142,344-39.4% | $119,609-27.9% | $134,475-35.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.38% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,519 | $5,222-51.8% | $4,232-40.5% | $4,740-46.9% |
| Participant deferral / active EE | $6,977 | $6,469+7.8% | $5,602+24.5% | $6,400+9.0% |
| Admin fee / account holder | $485 | $13,584-96.4% | $10,323-95.3% | $11,426-95.8% |