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 | $110,931 | $167,307-33.7% | $143,757-22.8% | $134,475-17.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.98% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,323 | $5,619-5.3% | $4,951+7.5% | $4,740+12.3% |
| Participant deferral / active EE | $5,513 | $6,446-14.5% | $5,637-2.2% | $6,400-13.9% |
| Admin fee / account holder | $310 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |