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 | $148,591 | $92,222+61.1% | $76,768+93.6% | $135,375+9.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.34% | 5.46%-7.8pp | 2.43%-4.8pp | 519.73%-522.1pp |
| Employer contribution / active EE | $4,081 | $3,216+26.9% | $2,485+64.2% | $4,779-14.6% |
| Participant deferral / active EE | $4,729 | $4,509+4.9% | $3,852+22.8% | $5,609-15.7% |
| Admin fee / account holder | $25,384 | $10,748+136.2% | $6,675+280.3% | $10,827+134.4% |