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 | $102,568 | $127,100-19.3% | $105,738-3.0% | $135,375-24.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.40% | 4.49%-12.9pp | 6.27%-14.7pp | 519.73%-528.1pp |
| Employer contribution / active EE | $4,436 | $4,107+8.0% | $3,268+35.7% | $4,779-7.2% |
| Participant deferral / active EE | $10,714 | $5,064+111.6% | $4,080+162.6% | $5,609+91.0% |
| Admin fee / account holder | $3,734 | $9,087-58.9% | $6,913-46.0% | $10,827-65.5% |