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 | $102,317 | $167,307-38.8% | $143,757-28.8% | $134,475-23.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.87% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,138 | $5,619-26.4% | $4,951-16.4% | $4,740-12.7% |
| Participant deferral / active EE | $6,931 | $6,446+7.5% | $5,637+23.0% | $6,400+8.3% |
| Admin fee / account holder | $37,900 | $18,088+109.5% | $14,673+158.3% | $11,426+231.7% |