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 | $119,995 | $167,307-28.3% | $143,757-16.5% | $134,475-10.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.51% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,245 | $5,619-42.2% | $4,951-34.5% | $4,740-31.5% |
| Participant deferral / active EE | $4,503 | $6,446-30.1% | $5,637-20.1% | $6,400-29.6% |
| Admin fee / account holder | $1,425 | $18,088-92.1% | $14,673-90.3% | $11,426-87.5% |