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 | $133,544 | $167,307-20.2% | $143,757-7.1% | $134,475-0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.06% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $7,482 | $5,619+33.1% | $4,951+51.1% | $4,740+57.9% |
| Participant deferral / active EE | $5,835 | $6,446-9.5% | $5,637+3.5% | $6,400-8.8% |
| Admin fee / account holder | $4,826 | $18,088-73.3% | $14,673-67.1% | $11,426-57.8% |