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 | $116,606 | $105,860+10.2% | $90,749+28.5% | $134,475-13.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.84% | -11.01%+3.2pp | -12.16%+4.3pp | 417.96%-425.8pp |
| Employer contribution / active EE | $12,233 | $3,462+253.3% | $2,921+318.8% | $4,740+158.1% |
| Participant deferral / active EE | $10,335 | $5,216+98.1% | $4,564+126.4% | $6,400+61.5% |
| Admin fee / account holder | $1,498 | $13,938-89.2% | $8,445-82.3% | $11,426-86.9% |