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 | $96,662 | $105,860-8.7% | $90,749+6.5% | $134,475-28.1% |
| Participation rate | 78.6% | 78.2%+0.3pp | 75.7%+2.9pp | 81.2%-2.7pp |
| Annual return | -17.88% | -11.01%-6.9pp | -12.16%-5.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $7,805 | $3,462+125.4% | $2,921+167.2% | $4,740+64.7% |
| Participant deferral / active EE | $7,380 | $5,216+41.5% | $4,564+61.7% | $6,400+15.3% |
| Admin fee / account holder | $821 | $13,938-94.1% | $8,445-90.3% | $11,426-92.8% |