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 | $119,791 | $167,307-28.4% | $143,757-16.7% | $134,475-10.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.09% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $6,142 | $5,619+9.3% | $4,951+24.1% | $4,740+29.6% |
| Participant deferral / active EE | $14,812 | $6,446+129.8% | $5,637+162.8% | $6,400+131.4% |
| Admin fee / account holder | $135,940 | $18,088+651.5% | $14,673+826.5% | $11,426+1089.8% |