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 8-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 | $104,797 | $95,862+9.3% | $79,550+31.7% | $134,475-22.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.67% | -2.69%-15.0pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,843 | $3,128+22.8% | $2,413+59.2% | $4,740-18.9% |
| Participant deferral / active EE | $8,721 | $4,693+85.8% | $3,985+118.8% | $6,400+36.3% |
| Admin fee / account holder | $128,341 | $9,126+1306.3% | $6,832+1778.4% | $11,426+1023.2% |