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 | $131,007 | $95,862+36.7% | $79,550+64.7% | $134,475-2.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.79% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $16,188 | $3,128+417.5% | $2,413+570.8% | $4,740+241.5% |
| Participant deferral / active EE | $9,964 | $4,693+112.3% | $3,985+150.0% | $6,400+55.7% |
| Admin fee / account holder | $1,034 | $9,126-88.7% | $6,832-84.9% | $11,426-90.9% |