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 | $135,526 | $99,032+36.9% | $80,019+69.4% | $135,375+0.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.56% | 15.39%-22.9pp | 11.22%-18.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,206 | $3,043+71.1% | $2,468+110.9% | $4,779+8.9% |
| Participant deferral / active EE | $1,933 | $4,282-54.9% | $3,686-47.6% | $5,609-65.5% |
| Admin fee / account holder | $3,512 | $10,436-66.3% | $6,521-46.1% | $10,827-67.6% |