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 | $128,159 | $95,862+33.7% | $79,550+61.1% | $134,475-4.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.91% | -2.69%-11.2pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $7,922 | $3,128+153.2% | $2,413+228.3% | $4,740+67.1% |
| Participant deferral / active EE | $6,734 | $4,693+43.5% | $3,985+69.0% | $6,400+5.2% |
| Admin fee / account holder | $5,076 | $9,126-44.4% | $6,832-25.7% | $11,426-55.6% |