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 | $101,582 | $82,286+23.4% | $68,791+47.7% | $134,475-24.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.53% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,107 | $3,301-5.9% | $2,655+17.0% | $4,740-34.4% |
| Participant deferral / active EE | $6,889 | $4,739+45.4% | $3,941+74.8% | $6,400+7.6% |
| Admin fee / account holder | $32,458 | $6,481+400.8% | $4,932+558.1% | $11,426+184.1% |