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 | $101,389 | $95,862+5.8% | $79,550+27.5% | $134,475-24.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.37% | -2.69%-7.7pp | 0.16%-10.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $11,929 | $3,128+281.4% | $2,413+394.3% | $4,740+151.7% |
| Participant deferral / active EE | $8,571 | $4,693+82.6% | $3,985+115.1% | $6,400+33.9% |
| Admin fee / account holder | $378 | $9,126-95.9% | $6,832-94.5% | $11,426-96.7% |