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 | $139,974 | $167,307-16.3% | $143,757-2.6% | $134,475+4.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.72% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,852 | $5,619-49.2% | $4,951-42.4% | $4,740-39.8% |
| Participant deferral / active EE | $6,768 | $6,446+5.0% | $5,637+20.1% | $6,400+5.7% |
| Admin fee / account holder | $4,570 | $18,088-74.7% | $14,673-68.9% | $11,426-60.0% |