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 | $152,417 | $99,032+53.9% | $80,019+90.5% | $135,375+12.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.91% | 15.39%-19.3pp | 11.22%-15.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $600 | $3,043-80.3% | $2,468-75.7% | $4,779-87.4% |
| Participant deferral / active EE | $7,223 | $4,282+68.7% | $3,686+96.0% | $5,609+28.8% |
| Admin fee / account holder | $11,185 | $10,436+7.2% | $6,521+71.5% | $10,827+3.3% |