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 | $100,495 | $95,862+4.8% | $79,550+26.3% | $134,475-25.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.61% | -2.69%-15.9pp | 0.16%-18.8pp | 417.96%-436.6pp |
| Employer contribution / active EE | $6,428 | $3,128+105.5% | $2,413+166.4% | $4,740+35.6% |
| Participant deferral / active EE | $7,919 | $4,693+68.7% | $3,985+98.7% | $6,400+23.7% |
| Admin fee / account holder | $562 | $9,126-93.8% | $6,832-91.8% | $11,426-95.1% |