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 | $69,697 | $87,540-20.4% | $75,781-8.0% | $125,391-44.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.07% | 13.48%-16.6pp | 9.68%-12.8pp | 282.22%-285.3pp |
| Employer contribution / active EE | $9,933 | $3,930+152.8% | $3,323+198.9% | $4,866+104.1% |
| Participant deferral / active EE | $6,593 | $4,229+55.9% | $3,651+80.6% | $5,352+23.2% |
| Admin fee / account holder | $26,693 | $6,502+310.6% | $5,299+403.7% | $9,540+179.8% |