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 | $94,217 | $175,600-46.3% | $129,110-27.0% | $134,475-29.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.30% | -11.39%-3.9pp | -10.94%-4.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,427 | $6,355-30.3% | $5,052-12.4% | $4,740-6.6% |
| Participant deferral / active EE | $7,274 | $7,975-8.8% | $6,542+11.2% | $6,400+13.7% |
| Admin fee / account holder | $460 | $23,567-98.0% | $14,302-96.8% | $11,426-96.0% |