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 | $95,723 | $105,860-9.6% | $90,749+5.5% | $134,475-28.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.52% | -11.01%-4.5pp | -12.16%-3.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,640 | $3,462+5.1% | $2,921+24.6% | $4,740-23.2% |
| Participant deferral / active EE | $5,862 | $5,216+12.4% | $4,564+28.4% | $6,400-8.4% |
| Admin fee / account holder | $1,423 | $13,938-89.8% | $8,445-83.2% | $11,426-87.5% |