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 | $127,241 | $158,817-19.9% | $121,196+5.0% | $135,375-6.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.97% | -0.64%-3.3pp | 16.93%-20.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,934 | $5,665-30.6% | $4,022-2.2% | $4,779-17.7% |
| Participant deferral / active EE | $11,665 | $4,005+191.3% | $3,344+248.8% | $5,609+108.0% |
| Admin fee / account holder | $1,564 | $6,512-76.0% | $5,019-68.8% | $10,827-85.6% |