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 | $51,880 | $142,344-63.6% | $119,609-56.6% | $134,475-61.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.62% | -12.44%+5.8pp | -14.97%+8.3pp | 417.96%-424.6pp |
| Employer contribution / active EE | $1,875 | $5,222-64.1% | $4,232-55.7% | $4,740-60.4% |
| Participant deferral / active EE | $6,166 | $6,469-4.7% | $5,602+10.1% | $6,400-3.7% |
| Admin fee / account holder | $65,357 | $13,584+381.1% | $10,323+533.1% | $11,426+472.0% |