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 | $146,002 | $142,344+2.6% | $119,609+22.1% | $134,475+8.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.08% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,044 | $5,222-22.6% | $4,232-4.4% | $4,740-14.7% |
| Participant deferral / active EE | $5,485 | $6,469-15.2% | $5,602-2.1% | $6,400-14.3% |
| Admin fee / account holder | $12,500 | $13,584-8.0% | $10,323+21.1% | $11,426+9.4% |