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 | $95,909 | $127,100-24.5% | $105,738-9.3% | $135,375-29.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.57% | 4.49%-11.1pp | 6.27%-12.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,031 | $4,107-1.9% | $3,268+23.3% | $4,779-15.7% |
| Participant deferral / active EE | $3,094 | $5,064-38.9% | $4,080-24.2% | $5,609-44.8% |
| Admin fee / account holder | $1,092 | $9,087-88.0% | $6,913-84.2% | $10,827-89.9% |