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 | $110,918 | $175,600-36.8% | $129,110-14.1% | $134,475-17.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.09% | -11.39%+0.3pp | -10.94%-0.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,582 | $6,355-75.1% | $5,052-68.7% | $4,740-66.6% |
| Participant deferral / active EE | $7,576 | $7,975-5.0% | $6,542+15.8% | $6,400+18.4% |
| Admin fee / account holder | $3,248 | $23,567-86.2% | $14,302-77.3% | $11,426-71.6% |