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 | $121,759 | $99,032+22.9% | $80,019+52.2% | $135,375-10.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.21% | 15.39%-21.6pp | 11.22%-17.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,984 | $3,043-34.8% | $2,468-19.6% | $4,779-58.5% |
| Participant deferral / active EE | $9,291 | $4,282+117.0% | $3,686+152.1% | $5,609+65.7% |
| Admin fee / account holder | $738 | $10,436-92.9% | $6,521-88.7% | $10,827-93.2% |