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 | $105,626 | $127,100-16.9% | $105,738-0.1% | $135,375-22.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -1.09% | 4.49%-5.6pp | 6.27%-7.4pp | 519.73%-520.8pp |
| Employer contribution / active EE | $4,680 | $4,107+14.0% | $3,268+43.2% | $4,779-2.1% |
| Participant deferral / active EE | $3,549 | $5,064-29.9% | $4,080-13.0% | $5,609-36.7% |
| Admin fee / account holder | $937 | $9,087-89.7% | $6,913-86.4% | $10,827-91.3% |