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 | $46,302 | $142,344-67.5% | $119,609-61.3% | $134,475-65.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.95% | -12.44%+2.5pp | -14.97%+5.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $2,506 | $5,222-52.0% | $4,232-40.8% | $4,740-47.1% |
| Participant deferral / active EE | $5,911 | $6,469-8.6% | $5,602+5.5% | $6,400-7.6% |
| Admin fee / account holder | $16,362 | $13,584+20.4% | $10,323+58.5% | $11,426+43.2% |