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 | $125,954 | $142,344-11.5% | $119,609+5.3% | $134,475-6.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,270 | $5,222-37.4% | $4,232-22.7% | $4,740-31.0% |
| Participant deferral / active EE | $6,583 | $6,469+1.8% | $5,602+17.5% | $6,400+2.9% |
| Admin fee / account holder | $25,505 | $13,584+87.8% | $10,323+147.1% | $11,426+123.2% |