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 | $195,605 | $92,222+112.1% | $76,768+154.8% | $135,375+44.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $684 | $3,216-78.7% | $2,485-72.5% | $4,779-85.7% |
| Participant deferral / active EE | $1,970 | $4,509-56.3% | $3,852-48.8% | $5,609-64.9% |
| Admin fee / account holder | $8,641 | $10,748-19.6% | $6,675+29.4% | $10,827-20.2% |