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 | $98,718 | $95,193+3.7% | $76,523+29.0% | $135,375-27.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.23% | 4.85%-12.1pp | -0.27%-7.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,903 | $3,302+18.2% | $2,647+47.4% | $4,779-18.3% |
| Participant deferral / active EE | $10,728 | $4,639+131.2% | $3,835+179.7% | $5,609+91.3% |
| Admin fee / account holder | $8,996 | $6,249+44.0% | $4,848+85.6% | $10,827-16.9% |