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 | $101,258 | $99,032+2.2% | $80,019+26.5% | $135,375-25.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.16% | 15.39%-20.5pp | 11.22%-16.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,062 | $3,043-32.3% | $2,468-16.5% | $4,779-56.9% |
| Participant deferral / active EE | $3,016 | $4,282-29.6% | $3,686-18.2% | $5,609-46.2% |
| Admin fee / account holder | $14,197 | $10,436+36.0% | $6,521+117.7% | $10,827+31.1% |