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 | $112,043 | $167,307-33.0% | $143,757-22.1% | $134,475-16.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.58% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,067 | $5,619+25.8% | $4,951+42.7% | $4,740+49.1% |
| Participant deferral / active EE | $6,079 | $6,446-5.7% | $5,637+7.8% | $6,400-5.0% |
| Admin fee / account holder | $9,552 | $18,088-47.2% | $14,673-34.9% | $11,426-16.4% |