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 | $124,816 | $140,578-11.2% | $100,671+24.0% | $125,391-0.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.91% | 24.67%-26.6pp | 20.43%-22.3pp | 282.22%-284.1pp |
| Employer contribution / active EE | $666 | $5,965-88.8% | $4,012-83.4% | $4,866-86.3% |
| Participant deferral / active EE | $10,375 | $3,981+160.6% | $3,144+230.0% | $5,352+93.9% |
| Admin fee / account holder | $1,126 | $6,716-83.2% | $4,850-76.8% | $9,540-88.2% |