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 | $75,796 | $67,331+12.6% | $60,874+24.5% | $134,475-43.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.29% | 49.93%-60.2pp | 16.90%-27.2pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,938 | $3,096-5.1% | $2,701+8.8% | $4,740-38.0% |
| Participant deferral / active EE | $9,997 | $4,538+120.3% | $3,817+161.9% | $6,400+56.2% |
| Admin fee / account holder | $3,462 | $4,582-24.4% | $3,224+7.4% | $11,426-69.7% |