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 | $113,375 | $78,694+44.1% | $67,652+67.6% | $125,391-9.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.73% | 9.46%-11.2pp | 6625.04%-6626.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,115 | $3,044-30.5% | $2,266-6.6% | $4,866-56.5% |
| Participant deferral / active EE | $7,775 | $4,292+81.2% | $3,560+118.4% | $5,352+45.3% |
| Admin fee / account holder | $2,910 | $7,403-60.7% | $4,821-39.6% | $9,540-69.5% |