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 | $101,702 | $95,862+6.1% | $79,550+27.8% | $134,475-24.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.48% | -2.69%-15.8pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $28,519 | $3,128+811.7% | $2,413+1081.8% | $4,740+501.7% |
| Participant deferral / active EE | $2,872 | $4,693-38.8% | $3,985-27.9% | $6,400-55.1% |
| Admin fee / account holder | $23,553 | $9,126+158.1% | $6,832+244.7% | $11,426+106.1% |