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 | $82,652 | $95,862-13.8% | $79,550+3.9% | $134,475-38.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.61% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,403 | $3,128+40.8% | $2,413+82.5% | $4,740-7.1% |
| Participant deferral / active EE | $8,150 | $4,693+73.7% | $3,985+104.5% | $6,400+27.3% |
| Admin fee / account holder | $8,050 | $9,126-11.8% | $6,832+17.8% | $11,426-29.6% |