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 | $102,756 | $105,860-2.9% | $90,749+13.2% | $134,475-23.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.06% | -11.01%+2.9pp | -12.16%+4.1pp | 417.96%-426.0pp |
| Employer contribution / active EE | $1,516 | $3,462-56.2% | $2,921-48.1% | $4,740-68.0% |
| Participant deferral / active EE | $11,358 | $5,216+117.8% | $4,564+148.8% | $6,400+77.5% |
| Admin fee / account holder | $10,871 | $13,938-22.0% | $8,445+28.7% | $11,426-4.9% |