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 | $98,104 | $105,860-7.3% | $90,749+8.1% | $134,475-27.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.56% | -11.01%-6.6pp | -12.16%-5.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,594 | $3,462+61.6% | $2,921+91.5% | $4,740+18.0% |
| Participant deferral / active EE | $4,135 | $5,216-20.7% | $4,564-9.4% | $6,400-35.4% |
| Admin fee / account holder | $12,877 | $13,938-7.6% | $8,445+52.5% | $11,426+12.7% |