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 6-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 | $127,132 | $90,519+40.4% | $93,789+35.6% | $134,475-5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.91% | -15.72%+0.8pp | -11.33%-3.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,583 | $4,343+28.6% | $4,323+29.2% | $4,740+17.8% |
| Participant deferral / active EE | $2,697 | $5,978-54.9% | $6,094-55.7% | $6,400-57.9% |
| Admin fee / account holder | $1,322 | $9,252-85.7% | $7,195-81.6% | $11,426-88.4% |