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 | $102,514 | $105,860-3.2% | $90,749+13.0% | $134,475-23.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.15% | -11.01%-0.1pp | -12.16%+1.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,607 | $3,462-24.7% | $2,921-10.7% | $4,740-45.0% |
| Participant deferral / active EE | $7,460 | $5,216+43.0% | $4,564+63.5% | $6,400+16.6% |
| Admin fee / account holder | $18,541 | $13,938+33.0% | $8,445+119.6% | $11,426+62.3% |