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 | $105,355 | $95,862+9.9% | $79,550+32.4% | $134,475-21.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.06% | -2.69%-8.4pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,557 | $3,128-18.3% | $2,413+5.9% | $4,740-46.1% |
| Participant deferral / active EE | $7,008 | $4,693+49.3% | $3,985+75.9% | $6,400+9.5% |
| Admin fee / account holder | $37,520 | $9,126+311.1% | $6,832+449.2% | $11,426+228.4% |