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 | $96,258 | $105,860-9.1% | $90,749+6.1% | $134,475-28.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -3.10% | -11.01%+7.9pp | -12.16%+9.1pp | 417.96%-421.1pp |
| Employer contribution / active EE | $2,395 | $3,462-30.8% | $2,921-18.0% | $4,740-49.5% |
| Participant deferral / active EE | $7,329 | $5,216+40.5% | $4,564+60.6% | $6,400+14.5% |
| Admin fee / account holder | $80,209 | $13,938+475.5% | $8,445+849.8% | $11,426+602.0% |