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 | $103,533 | $105,860-2.2% | $90,749+14.1% | $134,475-23.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.67% | -11.01%-1.7pp | -12.16%-0.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,407 | $3,462-1.6% | $2,921+16.6% | $4,740-28.1% |
| Participant deferral / active EE | $4,757 | $5,216-8.8% | $4,564+4.2% | $6,400-25.7% |
| Admin fee / account holder | $25,724 | $13,938+84.6% | $8,445+204.6% | $11,426+125.1% |