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 | $128,253 | $95,862+33.8% | $79,550+61.2% | $134,475-4.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.29% | -2.69%-13.6pp | 0.16%-16.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,704 | $3,128+18.4% | $2,413+53.5% | $4,740-21.8% |
| Participant deferral / active EE | $7,614 | $4,693+62.3% | $3,985+91.1% | $6,400+19.0% |
| Admin fee / account holder | $1,851 | $9,126-79.7% | $6,832-72.9% | $11,426-83.8% |