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 | $151,415 | $105,860+43.0% | $90,749+66.8% | $134,475+12.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.38% | -11.01%-3.4pp | -12.16%-2.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $7,135 | $3,462+106.1% | $2,921+144.3% | $4,740+50.5% |
| Participant deferral / active EE | $10,876 | $5,216+108.5% | $4,564+138.3% | $6,400+69.9% |
| Admin fee / account holder | $1,025 | $13,938-92.6% | $8,445-87.9% | $11,426-91.0% |