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 | $91,925 | $117,690-21.9% | $71,735+28.1% | $134,475-31.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | 25.44%-42.9pp | 9.14%-26.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,386 | $2,525+73.7% | $1,704+157.4% | $4,740-7.5% |
| Participant deferral / active EE | $4,018 | $3,759+6.9% | $2,658+51.2% | $6,400-37.2% |
| Admin fee / account holder | $836 | $6,379-86.9% | $3,974-79.0% | $11,426-92.7% |