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 | $99,302 | $95,862+3.6% | $79,550+24.8% | $134,475-26.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.90% | -2.69%-13.2pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $9,945 | $3,128+217.9% | $2,413+312.1% | $4,740+109.8% |
| Participant deferral / active EE | $2,187 | $4,693-53.4% | $3,985-45.1% | $6,400-65.8% |
| Admin fee / account holder | $2,260 | $9,126-75.2% | $6,832-66.9% | $11,426-80.2% |