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 | $107,276 | $133,958-19.9% | $112,228-4.4% | $134,475-20.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.11% | 47.11%-65.2pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,539 | $4,038-12.4% | $3,635-2.6% | $4,740-25.3% |
| Participant deferral / active EE | $4,496 | $5,291-15.0% | $4,728-4.9% | $6,400-29.7% |
| Admin fee / account holder | $144,229 | $7,489+1826.0% | $6,410+2150.0% | $11,426+1162.3% |