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 | $139,000 | $99,032+40.4% | $80,019+73.7% | $135,375+2.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.56% | 15.39%-17.0pp | 11.22%-12.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $14,523 | $3,043+377.2% | $2,468+488.5% | $4,779+203.9% |
| Participant deferral / active EE | $8,019 | $4,282+87.3% | $3,686+117.6% | $5,609+43.0% |
| Admin fee / account holder | $489 | $10,436-95.3% | $6,521-92.5% | $10,827-95.5% |