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 | $66,631 | $142,344-53.2% | $119,609-44.3% | $134,475-50.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,834 | $5,222-64.9% | $4,232-56.7% | $4,740-61.3% |
| Participant deferral / active EE | $7,280 | $6,469+12.5% | $5,602+29.9% | $6,400+13.7% |
| Admin fee / account holder | $3,752 | $13,584-72.4% | $10,323-63.7% | $11,426-67.2% |