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 | $105,305 | $167,307-37.1% | $143,757-26.7% | $134,475-21.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.22% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,839 | $5,619+3.9% | $4,951+17.9% | $4,740+23.2% |
| Participant deferral / active EE | $4,825 | $6,446-25.1% | $5,637-14.4% | $6,400-24.6% |
| Admin fee / account holder | $421 | $18,088-97.7% | $14,673-97.1% | $11,426-96.3% |