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 | $101,537 | $95,862+5.9% | $79,550+27.6% | $134,475-24.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.31% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,059 | $3,128-2.2% | $2,413+26.8% | $4,740-35.5% |
| Participant deferral / active EE | $6,425 | $4,693+36.9% | $3,985+61.2% | $6,400+0.4% |
| Admin fee / account holder | $22,197 | $9,126+143.2% | $6,832+224.9% | $11,426+94.3% |