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 4-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 | $132,781 | $167,484-20.7% | $151,611-12.4% | $134,475-1.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.37% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,031 | $6,829-55.6% | $6,166-50.8% | $4,740-36.1% |
| Participant deferral / active EE | $6,255 | $8,986-30.4% | $8,363-25.2% | $6,400-2.3% |
| Admin fee / account holder | $28,792 | $13,783+108.9% | $11,616+147.9% | $11,426+152.0% |