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 | $133,343 | $167,307-20.3% | $143,757-7.2% | $134,475-0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.72% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,161 | $5,619+9.6% | $4,951+24.4% | $4,740+30.0% |
| Participant deferral / active EE | $7,418 | $6,446+15.1% | $5,637+31.6% | $6,400+15.9% |
| Admin fee / account holder | $1,211 | $18,088-93.3% | $14,673-91.7% | $11,426-89.4% |