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 | $133,757 | $167,307-20.1% | $143,757-7.0% | $134,475-0.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.69% | 0.46%-13.2pp | -0.04%-12.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,374 | $5,619+13.4% | $4,951+28.7% | $4,740+34.5% |
| Participant deferral / active EE | $3,703 | $6,446-42.6% | $5,637-34.3% | $6,400-42.1% |
| Admin fee / account holder | $720 | $18,088-96.0% | $14,673-95.1% | $11,426-93.7% |