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 | $103,836 | $91,538+13.4% | $129,995-20.1% | $75,163+38.1% |
| Participation rate | 71.4% | 71.4%0pp | 78.5%-7.1pp | 67.2%+4.2pp |
| Annual return | 14.37% | -631.11%+645.5pp | -137.18%+151.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,179 | $2,845+82.0% | $4,320+19.9% | $2,670+94.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,837 | $6,790-43.5% | $10,614-63.8% | $5,651-32.1% |