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 | $51,274 | $142,344-64.0% | $119,609-57.1% | $134,475-61.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.72% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,069 | $5,222-41.2% | $4,232-27.5% | $4,740-35.3% |
| Participant deferral / active EE | $7,556 | $6,469+16.8% | $5,602+34.9% | $6,400+18.1% |
| Admin fee / account holder | $1,355 | $13,584-90.0% | $10,323-86.9% | $11,426-88.1% |