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 | $101,631 | $142,344-28.6% | $119,609-15.0% | $134,475-24.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.28% | -12.44%-0.8pp | -14.97%+1.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $11,354 | $5,222+117.4% | $4,232+168.3% | $4,740+139.6% |
| Participant deferral / active EE | $11,889 | $6,469+83.8% | $5,602+112.2% | $6,400+85.8% |
| Admin fee / account holder | $35,512 | $13,584+161.4% | $10,323+244.0% | $11,426+210.8% |