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 | $91,701 | $90,519+1.3% | $93,789-2.2% | $134,475-31.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -11.21% | -15.72%+4.5pp | -11.33%+0.1pp | 417.96%-429.2pp |
| Employer contribution / active EE | $6,024 | $4,343+38.7% | $4,323+39.4% | $4,740+27.1% |
| Participant deferral / active EE | $4,556 | $5,978-23.8% | $6,094-25.2% | $6,400-28.8% |
| Admin fee / account holder | $666 | $9,252-92.8% | $7,195-90.7% | $11,426-94.2% |