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 | $137,500 | $167,307-17.8% | $143,757-4.4% | $134,475+2.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.01% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,039 | $5,619+25.3% | $4,951+42.2% | $4,740+48.5% |
| Participant deferral / active EE | $8,882 | $6,446+37.8% | $5,637+57.6% | $6,400+38.8% |
| Admin fee / account holder | $3,414 | $18,088-81.1% | $14,673-76.7% | $11,426-70.1% |