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 | $68,704 | $83,908-18.1% | $68,509+0.3% | $125,391-45.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.74% | 14.48%-16.2pp | 8.27%-10.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $16,234 | $3,031+435.6% | $2,278+612.7% | $4,866+233.6% |
| Participant deferral / active EE | $4,797 | $4,125+16.3% | $3,382+41.8% | $5,352-10.4% |
| Admin fee / account holder | $4,400 | $8,982-51.0% | $5,275-16.6% | $9,540-53.9% |