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 | $104,775 | $99,032+5.8% | $80,019+30.9% | $135,375-22.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.42% | 15.39%-22.8pp | 11.22%-18.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,315 | $3,043-56.8% | $2,468-46.7% | $4,779-72.5% |
| Participant deferral / active EE | $8,053 | $4,282+88.1% | $3,686+118.5% | $5,609+43.6% |
| Admin fee / account holder | $2,785 | $10,436-73.3% | $6,521-57.3% | $10,827-74.3% |