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 | $104,216 | $105,860-1.6% | $90,749+14.8% | $134,475-22.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.57% | -11.01%+1.4pp | -12.16%+2.6pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,975 | $3,462+14.8% | $2,921+36.1% | $4,740-16.1% |
| Participant deferral / active EE | $5,914 | $5,216+13.4% | $4,564+29.6% | $6,400-7.6% |
| Admin fee / account holder | $26,275 | $13,938+88.5% | $8,445+211.1% | $11,426+130.0% |