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 | $87,458 | $211,958-58.7% | $169,463-48.4% | $135,375-35.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.19% | 3.26%-12.5pp | 1.83%-11.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,789 | $5,120-45.5% | $4,159-32.9% | $4,779-41.6% |
| Participant deferral / active EE | $6,021 | $6,075-0.9% | $5,277+14.1% | $5,609+7.4% |
| Admin fee / account holder | $372 | $11,471-96.8% | $9,109-95.9% | $10,827-96.6% |