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 | $92,804 | $167,307-44.5% | $143,757-35.4% | $134,475-31.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.55% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,400 | $5,619-57.3% | $4,951-51.5% | $4,740-49.4% |
| Participant deferral / active EE | $4,200 | $6,446-34.8% | $5,637-25.5% | $6,400-34.4% |
| Admin fee / account holder | $739 | $18,088-95.9% | $14,673-95.0% | $11,426-93.5% |