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 | $21,174 | $142,344-85.1% | $119,609-82.3% | $134,475-84.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.81% | -12.44%-1.4pp | -14.97%+1.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,189 | $5,222-38.9% | $4,232-24.7% | $4,740-32.7% |
| Participant deferral / active EE | $2,658 | $6,469-58.9% | $5,602-52.5% | $6,400-58.5% |
| Admin fee / account holder | $4,099 | $13,584-69.8% | $10,323-60.3% | $11,426-64.1% |