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 | $83,490 | $90,590-7.8% | $90,782-8.0% | $135,375-38.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.14% | -3.40%-3.7pp | -3.42%-3.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,488 | $4,352-42.8% | $4,105-39.4% | $4,779-47.9% |
| Participant deferral / active EE | $3,751 | $5,407-30.6% | $5,366-30.1% | $5,609-33.1% |
| Admin fee / account holder | $2,145 | $7,683-72.1% | $5,908-63.7% | $10,827-80.2% |