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 | $131,712 | $167,307-21.3% | $143,757-8.4% | $134,475-2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.17% | 0.46%-1.6pp | -0.04%-1.1pp | 417.96%-419.1pp |
| Employer contribution / active EE | $10,315 | $5,619+83.6% | $4,951+108.3% | $4,740+117.6% |
| Participant deferral / active EE | $6,681 | $6,446+3.6% | $5,637+18.5% | $6,400+4.4% |
| Admin fee / account holder | $866 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |