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 | $128,932 | $167,307-22.9% | $143,757-10.3% | $134,475-4.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.07% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,231 | $5,619-6.9% | $4,951+5.7% | $4,740+10.4% |
| Participant deferral / active EE | $6,172 | $6,446-4.2% | $5,637+9.5% | $6,400-3.6% |
| Admin fee / account holder | $7,293 | $18,088-59.7% | $14,673-50.3% | $11,426-36.2% |