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 | $106,147 | $167,307-36.6% | $143,757-26.2% | $134,475-21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.98% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,687 | $5,619+1.2% | $4,951+14.9% | $4,740+20.0% |
| Participant deferral / active EE | $7,381 | $6,446+14.5% | $5,637+30.9% | $6,400+15.3% |
| Admin fee / account holder | $3,055 | $18,088-83.1% | $14,673-79.2% | $11,426-73.3% |