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 | $114,320 | $105,860+8.0% | $90,749+26.0% | $134,475-15.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.63% | -11.01%-5.6pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,591 | $3,462+32.6% | $2,921+57.2% | $4,740-3.1% |
| Participant deferral / active EE | $3,166 | $5,216-39.3% | $4,564-30.6% | $6,400-50.5% |
| Admin fee / account holder | $16,477 | $13,938+18.2% | $8,445+95.1% | $11,426+44.2% |