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 | $96,880 | $82,286+17.7% | $68,791+40.8% | $134,475-28.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -8.89% | -2.19%-6.7pp | -6.38%-2.5pp | 417.96%-426.9pp |
| Employer contribution / active EE | $10,311 | $3,301+212.4% | $2,655+288.3% | $4,740+117.5% |
| Participant deferral / active EE | $6,716 | $4,739+41.7% | $3,941+70.4% | $6,400+4.9% |
| Admin fee / account holder | $182,827 | $6,481+2721.2% | $4,932+3607.1% | $11,426+1500.1% |