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 | $134,925 | $167,307-19.4% | $143,757-6.1% | $134,475+0.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.06% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $7,563 | $5,619+34.6% | $4,951+52.8% | $4,740+59.6% |
| Participant deferral / active EE | $9,760 | $6,446+51.4% | $5,637+73.1% | $6,400+52.5% |
| Admin fee / account holder | $59,419 | $18,088+228.5% | $14,673+305.0% | $11,426+420.0% |