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 | $105,329 | $129,942-18.9% | $104,294+1.0% | $134,475-21.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.26% | 42.03%-59.3pp | 24.61%-41.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,097 | $4,184-2.1% | $3,372+21.5% | $4,740-13.6% |
| Participant deferral / active EE | $12,917 | $5,588+131.2% | $4,625+179.3% | $6,400+101.8% |
| Admin fee / account holder | $666 | $9,323-92.9% | $7,339-90.9% | $11,426-94.2% |