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 7-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 | $110,203 | $105,860+4.1% | $90,749+21.4% | $134,475-18.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.47% | -11.01%-1.5pp | -12.16%-0.3pp | 417.96%-430.4pp |
| Employer contribution / active EE | $3,467 | $3,462+0.2% | $2,921+18.7% | $4,740-26.8% |
| Participant deferral / active EE | $7,775 | $5,216+49.1% | $4,564+70.4% | $6,400+21.5% |
| Admin fee / account holder | $2,553 | $13,938-81.7% | $8,445-69.8% | $11,426-77.7% |