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 | $94,465 | $107,791-12.4% | $90,645+4.2% | $135,375-30.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.83% | -0.90%-2.9pp | 1.88%-5.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,650 | $3,018-12.2% | $2,532+4.7% | $4,779-44.5% |
| Participant deferral / active EE | $6,434 | $3,872+66.2% | $3,425+87.9% | $5,609+14.7% |
| Admin fee / account holder | $514 | $5,930-91.3% | $4,994-89.7% | $10,827-95.3% |