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 | $88,209 | $95,862-8.0% | $79,550+10.9% | $134,475-34.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.12% | -2.69%-10.4pp | 0.16%-13.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $2,496 | $3,128-20.2% | $2,413+3.4% | $4,740-47.3% |
| Participant deferral / active EE | $7,414 | $4,693+58.0% | $3,985+86.0% | $6,400+15.8% |
| Admin fee / account holder | $35,192 | $9,126+285.6% | $6,832+415.1% | $11,426+208.0% |