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 | $84,487 | $90,519-6.7% | $93,789-9.9% | $134,475-37.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.17% | -15.72%-3.5pp | -11.33%-7.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,463 | $4,343-20.3% | $4,323-19.9% | $4,740-26.9% |
| Participant deferral / active EE | $6,396 | $5,978+7.0% | $6,094+5.0% | $6,400-0.1% |
| Admin fee / account holder | $2,790 | $9,252-69.8% | $7,195-61.2% | $11,426-75.6% |