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 | $108,417 | $133,958-19.1% | $112,228-3.4% | $134,475-19.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.36% | 47.11%-57.5pp | 27.45%-37.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $7,487 | $4,038+85.4% | $3,635+106.0% | $4,740+58.0% |
| Participant deferral / active EE | $10,013 | $5,291+89.3% | $4,728+111.8% | $6,400+56.5% |
| Admin fee / account holder | $4,025 | $7,489-46.3% | $6,410-37.2% | $11,426-64.8% |