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 | $73,408 | $83,427-12.0% | $115,756-36.6% | $68,494+7.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -14.33% | -10.95%-3.4pp | 143.14%-157.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,267 | $3,075-58.8% | $3,793-66.6% | $2,596-51.2% |
| Participant deferral / active EE | $7,363 | $5,355+37.5% | $6,254+17.7% | $4,027+82.8% |
| Admin fee / account holder | $24,132 | $5,708+322.8% | $8,124+197.0% | $5,403+346.7% |