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 | $107,075 | $158,817-32.6% | $121,196-11.7% | $135,375-20.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.35% | -0.64%-5.7pp | 16.93%-23.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $4,740 | $5,665-16.3% | $4,022+17.9% | $4,779-0.8% |
| Participant deferral / active EE | $11,915 | $4,005+197.5% | $3,344+256.3% | $5,609+112.4% |
| Admin fee / account holder | $4,755 | $6,512-27.0% | $5,019-5.3% | $10,827-56.1% |