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 | $119,334 | $87,540+36.3% | $75,781+57.5% | $125,391-4.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.17% | 13.48%-16.7pp | 9.68%-12.8pp | 282.22%-285.4pp |
| Employer contribution / active EE | $578 | $3,930-85.3% | $3,323-82.6% | $4,866-88.1% |
| Participant deferral / active EE | $11,417 | $4,229+170.0% | $3,651+212.7% | $5,352+113.3% |
| Admin fee / account holder | $1,126 | $6,502-82.7% | $5,299-78.7% | $9,540-88.2% |