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 | $119,208 | $167,307-28.7% | $143,757-17.1% | $134,475-11.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.31% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,134 | $5,619-62.0% | $4,951-56.9% | $4,740-55.0% |
| Participant deferral / active EE | $6,610 | $6,446+2.5% | $5,637+17.3% | $6,400+3.3% |
| Admin fee / account holder | $12,643 | $18,088-30.1% | $14,673-13.8% | $11,426+10.6% |