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 | $139,543 | $142,344-2.0% | $119,609+16.7% | $134,475+3.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.00% | -12.44%+3.4pp | -14.97%+6.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $2,054 | $5,222-60.7% | $4,232-51.5% | $4,740-56.7% |
| Participant deferral / active EE | $3,707 | $6,469-42.7% | $5,602-33.8% | $6,400-42.1% |
| Admin fee / account holder | $1,907 | $13,584-86.0% | $10,323-81.5% | $11,426-83.3% |