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 | $103,456 | $105,860-2.3% | $90,749+14.0% | $134,475-23.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.59% | -11.01%-3.6pp | -12.16%-2.4pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,070 | $3,462+17.6% | $2,921+39.4% | $4,740-14.1% |
| Participant deferral / active EE | $13,607 | $5,216+160.9% | $4,564+198.1% | $6,400+112.6% |
| Admin fee / account holder | $20,854 | $13,938+49.6% | $8,445+146.9% | $11,426+82.5% |