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 9-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 | $138,704 | $167,307-17.1% | $143,757-3.5% | $134,475+3.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.95% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $5,000 | $5,619-11.0% | $4,951+1.0% | $4,740+5.5% |
| Participant deferral / active EE | $2,655 | $6,446-58.8% | $5,637-52.9% | $6,400-58.5% |
| Admin fee / account holder | $81,250 | $18,088+349.2% | $14,673+453.7% | $11,426+611.1% |