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 | $115,152 | $167,307-31.2% | $143,757-19.9% | $134,475-14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.12% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $10,568 | $5,619+88.1% | $4,951+113.5% | $4,740+123.0% |
| Participant deferral / active EE | $6,171 | $6,446-4.3% | $5,637+9.5% | $6,400-3.6% |
| Admin fee / account holder | $2,443 | $18,088-86.5% | $14,673-83.3% | $11,426-78.6% |