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 9-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 | $110,361 | $211,958-47.9% | $169,463-34.9% | $135,375-18.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.02% | 3.26%-7.3pp | 1.83%-5.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,709 | $5,120-27.6% | $4,159-10.8% | $4,779-22.4% |
| Participant deferral / active EE | $8,167 | $6,075+34.4% | $5,277+54.8% | $5,609+45.6% |
| Admin fee / account holder | $849 | $11,471-92.6% | $9,109-90.7% | $10,827-92.2% |