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 | $76,895 | $90,590-15.1% | $90,782-15.3% | $135,375-43.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.49% | -3.40%-4.1pp | -3.42%-4.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,786 | $4,352-13.0% | $4,105-7.8% | $4,779-20.8% |
| Participant deferral / active EE | $2,331 | $5,407-56.9% | $5,366-56.6% | $5,609-58.4% |
| Admin fee / account holder | $2,270 | $7,683-70.5% | $5,908-61.6% | $10,827-79.0% |