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 | $114,670 | $138,065-16.9% | $123,544-7.2% | $135,375-15.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.20% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,424 | $5,151-33.5% | $4,628-26.0% | $4,779-28.4% |
| Participant deferral / active EE | $7,009 | $6,799+3.1% | $6,426+9.1% | $5,609+25.0% |
| Admin fee / account holder | $1,020 | $10,916-90.7% | $9,284-89.0% | $10,827-90.6% |