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 | $81,836 | $65,703+24.6% | $94,224-13.1% | $59,632+37.2% |
| Participation rate | 97.1% | 72.1%+25.0pp | 78.8%+18.4pp | 68.7%+28.5pp |
| Annual return | -1.87% | 5.22%-7.1pp | 10.68%-12.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $14,713 | $2,021+628.2% | $3,587+310.2% | $2,203+568.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,953 | $4,264-54.2% | $6,269-68.8% | $4,297-54.6% |