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 | $118,425 | $158,817-25.4% | $121,196-2.3% | $135,375-12.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.77% | -0.64%-6.1pp | 16.93%-23.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,122 | $5,665-27.2% | $4,022+2.5% | $4,779-13.8% |
| Participant deferral / active EE | $3,600 | $4,005-10.1% | $3,344+7.6% | $5,609-35.8% |
| Admin fee / account holder | $1,008 | $6,512-84.5% | $5,019-79.9% | $10,827-90.7% |