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 | $116,605 | $158,817-26.6% | $121,196-3.8% | $135,375-13.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.64% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,958 | $5,665-30.1% | $4,022-1.6% | $4,779-17.2% |
| Participant deferral / active EE | $11,905 | $4,005+197.3% | $3,344+256.0% | $5,609+112.3% |
| Admin fee / account holder | $54,517 | $6,512+737.1% | $5,019+986.2% | $10,827+403.5% |