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 | $122,807 | $84,487+45.4% | $125,339-2.0% | $66,914+83.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -10.72% | -8.39%-2.3pp | 572.05%-582.8pp | 1.58%-12.3pp |
| Employer contribution / active EE | $3,252 | $3,553-8.5% | $4,814-32.4% | $2,544+27.8% |
| Participant deferral / active EE | $9,686 | $6,781+42.8% | $7,446+30.1% | $4,237+128.6% |
| Admin fee / account holder | $7,158 | $685+945.0% | $10,010-28.5% | $593+1106.6% |