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 | $80,939 | $175,600-53.9% | $129,110-37.3% | $134,475-39.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.32% | -11.39%+0.1pp | -10.94%-0.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $4,102 | $6,355-35.5% | $5,052-18.8% | $4,740-13.5% |
| Participant deferral / active EE | $10,800 | $7,975+35.4% | $6,542+65.1% | $6,400+68.8% |
| Admin fee / account holder | $45,980 | $23,567+95.1% | $14,302+221.5% | $11,426+302.4% |