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 | $63,592 | $95,862-33.7% | $79,550-20.1% | $134,475-52.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.44% | -2.69%-7.8pp | 0.16%-10.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $5,016 | $3,128+60.4% | $2,413+107.9% | $4,740+5.8% |
| Participant deferral / active EE | $6,550 | $4,693+39.6% | $3,985+64.4% | $6,400+2.4% |
| Admin fee / account holder | $12,983 | $9,126+42.3% | $6,832+90.0% | $11,426+13.6% |