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 | $83,641 | $95,862-12.7% | $79,550+5.1% | $134,475-37.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.61% | -2.69%-9.9pp | 0.16%-12.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $5,998 | $3,128+91.8% | $2,413+148.6% | $4,740+26.6% |
| Participant deferral / active EE | $6,199 | $4,693+32.1% | $3,985+55.6% | $6,400-3.1% |
| Admin fee / account holder | $346 | $9,126-96.2% | $6,832-94.9% | $11,426-97.0% |