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 | $91,504 | $54,229+68.7% | $70,092+30.5% | $68,494+33.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -10.57% | -13.87%+3.3pp | 190.73%-201.3pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,667 | $2,018-17.4% | $2,559-34.9% | $2,596-35.8% |
| Participant deferral / active EE | $2,245 | $2,956-24.1% | $3,849-41.7% | $4,027-44.3% |
| Admin fee / account holder | $626 | $4,694-86.7% | $6,267-90.0% | $5,403-88.4% |