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 9-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 | $180,485 | $105,860+70.5% | $90,749+98.9% | $134,475+34.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.78% | -11.01%-1.8pp | -12.16%-0.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,430 | $3,462+85.7% | $2,921+120.1% | $4,740+35.7% |
| Participant deferral / active EE | $4,108 | $5,216-21.2% | $4,564-10.0% | $6,400-35.8% |
| Admin fee / account holder | $6,611 | $13,938-52.6% | $8,445-21.7% | $11,426-42.1% |