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 | $135,996 | $97,044+40.1% | $83,333+63.2% | $135,375+0.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.62% | 12.31%-13.9pp | 10.63%-12.3pp | 519.73%-521.4pp |
| Employer contribution / active EE | $7,751 | $4,143+87.1% | $3,379+129.4% | $4,779+62.2% |
| Participant deferral / active EE | $9,169 | $5,964+53.7% | $5,565+64.8% | $5,609+63.5% |
| Admin fee / account holder | $1,029 | $8,380-87.7% | $7,510-86.3% | $10,827-90.5% |