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 | $74,489 | $95,862-22.3% | $79,550-6.4% | $134,475-44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.67% | -2.69%-9.0pp | 0.16%-11.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $4,355 | $3,128+39.2% | $2,413+80.5% | $4,740-8.1% |
| Participant deferral / active EE | $6,004 | $4,693+27.9% | $3,985+50.7% | $6,400-6.2% |
| Admin fee / account holder | $915 | $9,126-90.0% | $6,832-86.6% | $11,426-92.0% |