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 | $110,773 | $167,307-33.8% | $143,757-22.9% | $134,475-17.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.63% | 0.46%-10.1pp | -0.04%-9.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $6,085 | $5,619+8.3% | $4,951+22.9% | $4,740+28.4% |
| Participant deferral / active EE | $6,221 | $6,446-3.5% | $5,637+10.4% | $6,400-2.8% |
| Admin fee / account holder | $3,986 | $18,088-78.0% | $14,673-72.8% | $11,426-65.1% |