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 | $131,969 | $95,862+37.7% | $79,550+65.9% | $134,475-1.9% |
| 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 | $4,333 | $3,128+38.5% | $2,413+79.6% | $4,740-8.6% |
| Participant deferral / active EE | $11,061 | $4,693+135.7% | $3,985+177.5% | $6,400+72.8% |
| Admin fee / account holder | $31,887 | $9,126+249.4% | $6,832+366.7% | $11,426+179.1% |