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 | $89,081 | $97,044-8.2% | $83,333+6.9% | $135,375-34.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.37% | 12.31%-20.7pp | 10.63%-19.0pp | 519.73%-528.1pp |
| Employer contribution / active EE | $21,682 | $4,143+423.3% | $3,379+541.8% | $4,779+353.7% |
| Participant deferral / active EE | $10,125 | $5,964+69.8% | $5,565+81.9% | $5,609+80.5% |
| Admin fee / account holder | $659 | $8,380-92.1% | $7,510-91.2% | $10,827-93.9% |