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 | $188,463 | $105,860+78.0% | $90,749+107.7% | $134,475+40.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.79% | -11.01%-4.8pp | -12.16%-3.6pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,962 | $3,462+72.2% | $2,921+104.1% | $4,740+25.8% |
| Participant deferral / active EE | $3,909 | $5,216-25.1% | $4,564-14.4% | $6,400-38.9% |
| Admin fee / account holder | $5,994 | $13,938-57.0% | $8,445-29.0% | $11,426-47.5% |