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 | $149,361 | $211,958-29.5% | $169,463-11.9% | $135,375+10.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.88% | 3.26%-11.1pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $7,966 | $5,120+55.6% | $4,159+91.5% | $4,779+66.7% |
| Participant deferral / active EE | $10,621 | $6,075+74.8% | $5,277+101.3% | $5,609+89.4% |
| Admin fee / account holder | $461 | $11,471-96.0% | $9,109-94.9% | $10,827-95.7% |