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 | $110,288 | $95,971+14.9% | $74,550+47.9% | $135,375-18.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.70% | 56.96%-59.7pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $620 | $2,716-77.2% | $1,961-68.4% | $4,779-87.0% |
| Participant deferral / active EE | $6,167 | $3,843+60.4% | $3,108+98.4% | $5,609+9.9% |
| Admin fee / account holder | $429 | $6,522-93.4% | $5,060-91.5% | $10,827-96.0% |