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 | $93,904 | $142,344-34.0% | $119,609-21.5% | $134,475-30.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.05% | -12.44%+5.4pp | -14.97%+7.9pp | 417.96%-425.0pp |
| Employer contribution / active EE | $1,424 | $5,222-72.7% | $4,232-66.4% | $4,740-70.0% |
| Participant deferral / active EE | $3,789 | $6,469-41.4% | $5,602-32.4% | $6,400-40.8% |
| Admin fee / account holder | $21,446 | $13,584+57.9% | $10,323+107.7% | $11,426+87.7% |