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 | $94,763 | $133,958-29.3% | $112,228-15.6% | $134,475-29.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.13% | 47.11%-53.2pp | 27.45%-33.6pp | 417.96%-424.1pp |
| Employer contribution / active EE | $5,269 | $4,038+30.5% | $3,635+45.0% | $4,740+11.2% |
| Participant deferral / active EE | $6,907 | $5,291+30.6% | $4,728+46.1% | $6,400+7.9% |
| Admin fee / account holder | $4,135 | $7,489-44.8% | $6,410-35.5% | $11,426-63.8% |