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 | $90,455 | $95,862-5.6% | $79,550+13.7% | $134,475-32.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.03% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,504 | $3,128+12.0% | $2,413+45.2% | $4,740-26.1% |
| Participant deferral / active EE | $5,159 | $4,693+9.9% | $3,985+29.5% | $6,400-19.4% |
| Admin fee / account holder | $1,655 | $9,126-81.9% | $6,832-75.8% | $11,426-85.5% |