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 | $102,022 | $97,044+5.1% | $83,333+22.4% | $135,375-24.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.65% | 12.31%-21.0pp | 10.63%-19.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,826 | $4,143-31.8% | $3,379-16.3% | $4,779-40.9% |
| Participant deferral / active EE | $6,780 | $5,964+13.7% | $5,565+21.8% | $5,609+20.9% |
| Admin fee / account holder | $320 | $8,380-96.2% | $7,510-95.7% | $10,827-97.0% |