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 | $97,661 | $95,862+1.9% | $79,550+22.8% | $134,475-27.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.46% | -2.69%-11.8pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $6,493 | $3,128+107.6% | $2,413+169.1% | $4,740+37.0% |
| Participant deferral / active EE | $5,703 | $4,693+21.5% | $3,985+43.1% | $6,400-10.9% |
| Admin fee / account holder | $3,443 | $9,126-62.3% | $6,832-49.6% | $11,426-69.9% |