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 | $139,226 | $167,307-16.8% | $143,757-3.2% | $134,475+3.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.35% | 0.46%-11.8pp | -0.04%-11.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $15,422 | $5,619+174.5% | $4,951+211.5% | $4,740+225.4% |
| Participant deferral / active EE | $6,730 | $6,446+4.4% | $5,637+19.4% | $6,400+5.2% |
| Admin fee / account holder | $1,694 | $18,088-90.6% | $14,673-88.5% | $11,426-85.2% |