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 | $71,641 | $82,286-12.9% | $68,791+4.1% | $134,475-46.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.97% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,638 | $3,301+70.8% | $2,655+112.3% | $4,740+19.0% |
| Participant deferral / active EE | $8,030 | $4,739+69.5% | $3,941+103.7% | $6,400+25.5% |
| Admin fee / account holder | $26,602 | $6,481+310.5% | $4,932+439.4% | $11,426+132.8% |