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 | $86,651 | $142,344-39.1% | $119,609-27.6% | $134,475-35.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.68% | -12.44%+5.8pp | -14.97%+8.3pp | 417.96%-424.6pp |
| Employer contribution / active EE | $3,345 | $5,222-36.0% | $4,232-21.0% | $4,740-29.4% |
| Participant deferral / active EE | $3,893 | $6,469-39.8% | $5,602-30.5% | $6,400-39.2% |
| Admin fee / account holder | $80,989 | $13,584+496.2% | $10,323+684.5% | $11,426+608.8% |