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 | $86,290 | $129,942-33.6% | $104,294-17.3% | $134,475-35.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.39% | 42.03%-53.4pp | 24.61%-36.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $2,609 | $4,184-37.6% | $3,372-22.6% | $4,740-45.0% |
| Participant deferral / active EE | $2,077 | $5,588-62.8% | $4,625-55.1% | $6,400-67.5% |
| Admin fee / account holder | $1,978 | $9,323-78.8% | $7,339-73.0% | $11,426-82.7% |