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 | $132,749 | $95,862+38.5% | $79,550+66.9% | $134,475-1.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.77% | -2.69%-13.1pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,518 | $3,128-19.5% | $2,413+4.3% | $4,740-46.9% |
| Participant deferral / active EE | $6,972 | $4,693+48.6% | $3,985+75.0% | $6,400+8.9% |
| Admin fee / account holder | $24,530 | $9,126+168.8% | $6,832+259.0% | $11,426+114.7% |