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 | $149,572 | $95,862+56.0% | $79,550+88.0% | $134,475+11.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.68% | -2.69%-12.0pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,905 | $3,128+56.8% | $2,413+103.3% | $4,740+3.5% |
| Participant deferral / active EE | $7,651 | $4,693+63.0% | $3,985+92.0% | $6,400+19.6% |
| Admin fee / account holder | $10,750 | $9,126+17.8% | $6,832+57.3% | $11,426-5.9% |