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 | $91,465 | $99,032-7.6% | $80,019+14.3% | $135,375-32.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.81% | 15.39%-22.2pp | 11.22%-18.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $558 | $3,043-81.7% | $2,468-77.4% | $4,779-88.3% |
| Participant deferral / active EE | $10,179 | $4,282+137.7% | $3,686+176.2% | $5,609+81.5% |
| Admin fee / account holder | $15,234 | $10,436+46.0% | $6,521+133.6% | $10,827+40.7% |