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 | $133,716 | $158,817-15.8% | $121,196+10.3% | $135,375-1.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.95% | -0.64%-7.3pp | 16.93%-24.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $25,368 | $5,665+347.8% | $4,022+530.8% | $4,779+430.8% |
| Participant deferral / active EE | $12,333 | $4,005+208.0% | $3,344+268.8% | $5,609+119.9% |
| Admin fee / account holder | $659 | $6,512-89.9% | $5,019-86.9% | $10,827-93.9% |