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 | $112,392 | $105,860+6.2% | $90,749+23.8% | $134,475-16.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.54% | -11.01%-8.5pp | -12.16%-7.4pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,152 | $3,462-37.9% | $2,921-26.3% | $4,740-54.6% |
| Participant deferral / active EE | $5,117 | $5,216-1.9% | $4,564+12.1% | $6,400-20.0% |
| Admin fee / account holder | $1,656 | $13,938-88.1% | $8,445-80.4% | $11,426-85.5% |