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 | $99,589 | $99,032+0.6% | $80,019+24.5% | $135,375-26.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.77% | 15.39%-19.2pp | 11.22%-15.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,323 | $3,043+42.1% | $2,468+75.2% | $4,779-9.5% |
| Participant deferral / active EE | $3,814 | $4,282-10.9% | $3,686+3.5% | $5,609-32.0% |
| Admin fee / account holder | $882 | $10,436-91.6% | $6,521-86.5% | $10,827-91.9% |