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 | $115,000 | $105,860+8.6% | $90,749+26.7% | $134,475-14.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.95% | -11.01%+2.1pp | -12.16%+3.2pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,430 | $3,462-29.8% | $2,921-16.8% | $4,740-48.7% |
| Participant deferral / active EE | $3,013 | $5,216-42.2% | $4,564-34.0% | $6,400-52.9% |
| Admin fee / account holder | $15,513 | $13,938+11.3% | $8,445+83.7% | $11,426+35.8% |