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 | $118,759 | $110,094+7.9% | $151,611-21.7% | $68,494+73.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.45% | -10.12%-1.3pp | 3.33%-14.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,984 | $4,471+56.2% | $6,166+13.3% | $2,596+169.0% |
| Participant deferral / active EE | $6,196 | $6,527-5.1% | $8,363-25.9% | $4,027+53.9% |
| Admin fee / account holder | $73,497 | $7,719+852.2% | $11,616+532.7% | $5,403+1260.4% |