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 | $74,628 | $105,860-29.5% | $90,749-17.8% | $134,475-44.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.29% | -11.01%-6.3pp | -12.16%-5.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $11,080 | $3,462+220.0% | $2,921+279.3% | $4,740+133.8% |
| Participant deferral / active EE | $11,220 | $5,216+115.1% | $4,564+145.8% | $6,400+75.3% |
| Admin fee / account holder | $16,306 | $13,938+17.0% | $8,445+93.1% | $11,426+42.7% |