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 | $100,756 | $95,862+5.1% | $79,550+26.7% | $134,475-25.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.62% | -2.69%-11.9pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $8,190 | $3,128+161.8% | $2,413+239.4% | $4,740+72.8% |
| Participant deferral / active EE | $5,712 | $4,693+21.7% | $3,985+43.3% | $6,400-10.7% |
| Admin fee / account holder | $2,513 | $9,126-72.5% | $6,832-63.2% | $11,426-78.0% |