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 | $85,710 | $175,600-51.2% | $129,110-33.6% | $134,475-36.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -7.01% | -11.39%+4.4pp | -10.94%+3.9pp | 417.96%-425.0pp |
| Employer contribution / active EE | $2,515 | $6,355-60.4% | $5,052-50.2% | $4,740-46.9% |
| Participant deferral / active EE | $7,606 | $7,975-4.6% | $6,542+16.3% | $6,400+18.8% |
| Admin fee / account holder | $129,057 | $23,567+447.6% | $14,302+802.4% | $11,426+1029.5% |