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 | $87,095 | $95,862-9.1% | $79,550+9.5% | $134,475-35.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.43% | -2.69%-4.7pp | 0.16%-7.6pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,500 | $3,128-20.1% | $2,413+3.6% | $4,740-47.3% |
| Participant deferral / active EE | $1,199 | $4,693-74.4% | $3,985-69.9% | $6,400-81.3% |
| Admin fee / account holder | $32,535 | $9,126+256.5% | $6,832+376.2% | $11,426+184.7% |