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 | $120,183 | $105,860+13.5% | $90,749+32.4% | $134,475-10.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.85% | -11.01%-6.8pp | -12.16%-5.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,711 | $3,462-21.7% | $2,921-7.2% | $4,740-42.8% |
| Participant deferral / active EE | $9,105 | $5,216+74.6% | $4,564+99.5% | $6,400+42.3% |
| Admin fee / account holder | $4,094 | $13,938-70.6% | $8,445-51.5% | $11,426-64.2% |