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 | $88,371 | $95,862-7.8% | $79,550+11.1% | $134,475-34.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.02% | -2.69%-12.3pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,926 | $3,128-6.5% | $2,413+21.3% | $4,740-38.3% |
| Participant deferral / active EE | $12,200 | $4,693+160.0% | $3,985+206.1% | $6,400+90.6% |
| Admin fee / account holder | $353,837 | $9,126+3777.2% | $6,832+5078.8% | $11,426+2996.8% |