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 | $113,990 | $95,862+18.9% | $79,550+43.3% | $134,475-15.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.16% | -2.69%-13.5pp | 0.16%-16.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,801 | $3,128+21.5% | $2,413+57.5% | $4,740-19.8% |
| Participant deferral / active EE | $8,678 | $4,693+84.9% | $3,985+117.8% | $6,400+35.6% |
| Admin fee / account holder | $1,297 | $9,126-85.8% | $6,832-81.0% | $11,426-88.6% |