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 | $145,153 | $167,484-13.3% | $151,611-4.3% | $134,475+7.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.53% | 7.80%-22.3pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,284 | $6,829-66.6% | $6,166-63.0% | $4,740-51.8% |
| Participant deferral / active EE | $4,984 | $8,986-44.5% | $8,363-40.4% | $6,400-22.1% |
| Admin fee / account holder | $166,745 | $13,783+1109.8% | $11,616+1335.5% | $11,426+1359.4% |