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 | $100,202 | $142,344-29.6% | $119,609-16.2% | $134,475-25.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.07% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,559 | $5,222-31.9% | $4,232-15.9% | $4,740-24.9% |
| Participant deferral / active EE | $10,296 | $6,469+59.1% | $5,602+83.8% | $6,400+60.9% |
| Admin fee / account holder | $20,408 | $13,584+50.2% | $10,323+97.7% | $11,426+78.6% |