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 | $110,501 | $99,032+11.6% | $80,019+38.1% | $135,375-18.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.12% | 15.39%-17.5pp | 11.22%-13.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,634 | $3,043-46.3% | $2,468-33.8% | $4,779-65.8% |
| Participant deferral / active EE | $6,979 | $4,282+63.0% | $3,686+89.4% | $5,609+24.4% |
| Admin fee / account holder | $58,303 | $10,436+458.7% | $6,521+794.1% | $10,827+438.5% |