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 | $99,817 | $105,860-5.7% | $90,749+10.0% | $134,475-25.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.63% | -11.01%-3.6pp | -12.16%-2.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $25,241 | $3,462+629.0% | $2,921+764.1% | $4,740+432.5% |
| Participant deferral / active EE | $3,716 | $5,216-28.7% | $4,564-18.6% | $6,400-41.9% |
| Admin fee / account holder | $2,245 | $13,938-83.9% | $8,445-73.4% | $11,426-80.4% |