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 | $129,261 | $95,862+34.8% | $79,550+62.5% | $134,475-3.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.46% | -2.69%-13.8pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,228 | $3,128-28.8% | $2,413-7.7% | $4,740-53.0% |
| Participant deferral / active EE | $4,355 | $4,693-7.2% | $3,985+9.3% | $6,400-31.9% |
| Admin fee / account holder | $1,809 | $9,126-80.2% | $6,832-73.5% | $11,426-84.2% |