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 | $115,294 | $129,942-11.3% | $104,294+10.5% | $134,475-14.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.82% | 42.03%-53.9pp | 24.61%-36.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $4,177 | $4,184-0.2% | $3,372+23.9% | $4,740-11.9% |
| Participant deferral / active EE | $3,174 | $5,588-43.2% | $4,625-31.4% | $6,400-50.4% |
| Admin fee / account holder | $7,471 | $9,323-19.9% | $7,339+1.8% | $11,426-34.6% |