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 | $134,006 | $167,307-19.9% | $143,757-6.8% | $134,475-0.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.46% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $6,016 | $5,619+7.1% | $4,951+21.5% | $4,740+26.9% |
| Participant deferral / active EE | $5,125 | $6,446-20.5% | $5,637-9.1% | $6,400-19.9% |
| Admin fee / account holder | $1,386 | $18,088-92.3% | $14,673-90.6% | $11,426-87.9% |