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 | $104,746 | $97,044+7.9% | $83,333+25.7% | $135,375-22.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.56% | 12.31%-17.9pp | 10.63%-16.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $989 | $4,143-76.1% | $3,379-70.7% | $4,779-79.3% |
| Participant deferral / active EE | $7,606 | $5,964+27.5% | $5,565+36.7% | $5,609+35.6% |
| Admin fee / account holder | $510 | $8,380-93.9% | $7,510-93.2% | $10,827-95.3% |