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 | $95,428 | $147,167-35.2% | $111,392-14.3% | $135,375-29.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -3.65% | -4.44%+0.8pp | -2.06%-1.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,338 | $5,204-16.6% | $4,328+0.2% | $4,779-9.2% |
| Participant deferral / active EE | $9,154 | $6,565+39.4% | $5,567+64.4% | $5,609+63.2% |
| Admin fee / account holder | $14,140 | $20,270-30.2% | $12,266+15.3% | $10,827+30.6% |