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 | $99,312 | $105,860-6.2% | $90,749+9.4% | $134,475-26.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.09% | -11.01%-3.1pp | -12.16%-1.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,425 | $3,462+27.8% | $2,921+51.5% | $4,740-6.6% |
| Participant deferral / active EE | $5,042 | $5,216-3.3% | $4,564+10.5% | $6,400-21.2% |
| Admin fee / account holder | $3,109 | $13,938-77.7% | $8,445-63.2% | $11,426-72.8% |