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 | $92,226 | $167,307-44.9% | $143,757-35.8% | $134,475-31.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.90% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,836 | $5,619-31.7% | $4,951-22.5% | $4,740-19.1% |
| Participant deferral / active EE | $5,470 | $6,446-15.1% | $5,637-3.0% | $6,400-14.5% |
| Admin fee / account holder | $67,779 | $18,088+274.7% | $14,673+361.9% | $11,426+493.2% |