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 | $88,287 | $83,908+5.2% | $68,509+28.9% | $125,391-29.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.69% | 14.48%-16.2pp | 8.27%-10.0pp | 282.22%-283.9pp |
| Employer contribution / active EE | $4,689 | $3,031+54.7% | $2,278+105.9% | $4,866-3.6% |
| Participant deferral / active EE | $12,410 | $4,125+200.9% | $3,382+266.9% | $5,352+131.9% |
| Admin fee / account holder | $372 | $8,982-95.9% | $5,275-93.0% | $9,540-96.1% |