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 | $113,674 | $105,860+7.4% | $90,749+25.3% | $134,475-15.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.60% | -11.01%-6.6pp | -12.16%-5.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,066 | $3,462+46.3% | $2,921+73.5% | $4,740+6.9% |
| Participant deferral / active EE | $5,819 | $5,216+11.6% | $4,564+27.5% | $6,400-9.1% |
| Admin fee / account holder | $4,294 | $13,938-69.2% | $8,445-49.1% | $11,426-62.4% |