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 | $118,791 | $105,860+12.2% | $90,749+30.9% | $134,475-11.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.32% | -11.01%-7.3pp | -12.16%-6.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,560 | $3,462+2.8% | $2,921+21.9% | $4,740-24.9% |
| Participant deferral / active EE | $9,249 | $5,216+77.3% | $4,564+102.7% | $6,400+44.5% |
| Admin fee / account holder | $8,756 | $13,938-37.2% | $8,445+3.7% | $11,426-23.4% |