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 | $144,498 | $105,860+36.5% | $90,749+59.2% | $134,475+7.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.86% | -11.01%-7.8pp | -12.16%-6.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $975 | $3,462-71.8% | $2,921-66.6% | $4,740-79.4% |
| Participant deferral / active EE | $10,915 | $5,216+109.3% | $4,564+139.1% | $6,400+70.5% |
| Admin fee / account holder | $1,650 | $13,938-88.2% | $8,445-80.5% | $11,426-85.6% |