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 | $104,078 | $158,817-34.5% | $121,196-14.1% | $135,375-23.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.98% | -0.64%-6.3pp | 16.93%-23.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,220 | $5,665-7.9% | $4,022+29.8% | $4,779+9.2% |
| Participant deferral / active EE | $20,400 | $4,005+409.4% | $3,344+510.0% | $5,609+263.7% |
| Admin fee / account holder | $350 | $6,512-94.6% | $5,019-93.0% | $10,827-96.8% |