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 | $104,993 | $97,044+8.2% | $83,333+26.0% | $135,375-22.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.82% | 12.31%-20.1pp | 10.63%-18.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,920 | $4,143-29.5% | $3,379-13.6% | $4,779-38.9% |
| Participant deferral / active EE | $9,393 | $5,964+57.5% | $5,565+68.8% | $5,609+67.5% |
| Admin fee / account holder | $926 | $8,380-89.0% | $7,510-87.7% | $10,827-91.5% |