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 | $139,293 | $167,307-16.7% | $143,757-3.1% | $134,475+3.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.27% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,943 | $5,619-65.4% | $4,951-60.8% | $4,740-59.0% |
| Participant deferral / active EE | $9,532 | $6,446+47.9% | $5,637+69.1% | $6,400+48.9% |
| Admin fee / account holder | $3,196 | $18,088-82.3% | $14,673-78.2% | $11,426-72.0% |