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 | $136,790 | $167,307-18.2% | $143,757-4.8% | $134,475+1.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,625 | $5,619-17.7% | $4,951-6.6% | $4,740-2.4% |
| Participant deferral / active EE | $14,516 | $6,446+125.2% | $5,637+157.5% | $6,400+126.8% |
| Admin fee / account holder | $534 | $18,088-97.0% | $14,673-96.4% | $11,426-95.3% |