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 | $135,600 | $91,911+47.5% | $68,793+97.1% | $135,375+0.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -6.07% | -8.22%+2.1pp | -4.63%-1.4pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,952 | $3,924+0.7% | $2,625+50.5% | $4,779-17.3% |
| Participant deferral / active EE | $1,137 | $4,315-73.7% | $3,311-65.7% | $5,609-79.7% |
| Admin fee / account holder | $7,379 | $9,240-20.1% | $5,131+43.8% | $10,827-31.9% |