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 | $203,890 | $105,860+92.6% | $90,749+124.7% | $134,475+51.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.54% | -11.01%+2.5pp | -12.16%+3.6pp | 417.96%-426.5pp |
| Employer contribution / active EE | $4,096 | $3,462+18.3% | $2,921+40.2% | $4,740-13.6% |
| Participant deferral / active EE | $7,551 | $5,216+44.8% | $4,564+65.4% | $6,400+18.0% |
| Admin fee / account holder | $103,081 | $13,938+639.6% | $8,445+1120.7% | $11,426+802.2% |