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 | $115,001 | $105,860+8.6% | $90,749+26.7% | $134,475-14.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.99% | -11.01%-7.0pp | -12.16%-5.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,461 | $3,462-57.8% | $2,921-50.0% | $4,740-69.2% |
| Participant deferral / active EE | $9,853 | $5,216+88.9% | $4,564+115.9% | $6,400+54.0% |
| Admin fee / account holder | $1,435 | $13,938-89.7% | $8,445-83.0% | $11,426-87.4% |