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 | $131,650 | $100,754+30.7% | $86,677+51.9% | $134,475-2.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.73% | 29.04%-41.8pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,040 | $3,489-41.5% | $2,836-28.1% | $4,740-57.0% |
| Participant deferral / active EE | $6,499 | $5,338+21.8% | $4,656+39.6% | $6,400+1.6% |
| Admin fee / account holder | $26,419 | $10,926+141.8% | $7,493+252.6% | $11,426+131.2% |