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 | $103,407 | $95,193+8.6% | $76,523+35.1% | $135,375-23.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.67% | 4.85%-9.5pp | -0.27%-4.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,203 | $3,302-63.6% | $2,647-54.6% | $4,779-74.8% |
| Participant deferral / active EE | $5,377 | $4,639+15.9% | $3,835+40.2% | $5,609-4.1% |
| Admin fee / account holder | $5,874 | $6,249-6.0% | $4,848+21.2% | $10,827-45.7% |