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 | $140,992 | $87,540+61.1% | $75,781+86.1% | $125,391+12.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.20% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $11,738 | $3,930+198.7% | $3,323+253.2% | $4,866+141.2% |
| Participant deferral / active EE | $6,022 | $4,229+42.4% | $3,651+64.9% | $5,352+12.5% |
| Admin fee / account holder | $807 | $6,502-87.6% | $5,299-84.8% | $9,540-91.5% |