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 | $153,456 | $91,911+67.0% | $68,793+123.1% | $135,375+13.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -1.22% | -8.22%+7.0pp | -4.63%+3.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $9,167 | $3,924+133.6% | $2,625+249.2% | $4,779+91.8% |
| Participant deferral / active EE | $4,083 | $4,315-5.4% | $3,311+23.3% | $5,609-27.2% |
| Admin fee / account holder | $618 | $9,240-93.3% | $5,131-88.0% | $10,827-94.3% |