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 | $69,441 | $142,344-51.2% | $119,609-41.9% | $134,475-48.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.77% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,507 | $5,222-32.8% | $4,232-17.1% | $4,740-26.0% |
| Participant deferral / active EE | $2,601 | $6,469-59.8% | $5,602-53.6% | $6,400-59.4% |
| Admin fee / account holder | $948 | $13,584-93.0% | $10,323-90.8% | $11,426-91.7% |