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 | $95,631 | $90,519+5.6% | $93,789+2.0% | $134,475-28.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -6.53% | -15.72%+9.2pp | -11.33%+4.8pp | 417.96%-424.5pp |
| Employer contribution / active EE | $5,544 | $4,343+27.7% | $4,323+28.3% | $4,740+17.0% |
| Participant deferral / active EE | $3,076 | $5,978-48.6% | $6,094-49.5% | $6,400-51.9% |
| Admin fee / account holder | $32,811 | $9,252+254.6% | $7,195+356.0% | $11,426+187.2% |