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 | $131,791 | $82,286+60.2% | $68,791+91.6% | $134,475-2.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.35% | -2.19%-16.2pp | -6.38%-12.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $14,014 | $3,301+324.6% | $2,655+427.8% | $4,740+195.7% |
| Participant deferral / active EE | $6,710 | $4,739+41.6% | $3,941+70.3% | $6,400+4.9% |
| Admin fee / account holder | $1,494 | $6,481-76.9% | $4,932-69.7% | $11,426-86.9% |