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 | $128,547 | $99,032+29.8% | $80,019+60.6% | $135,375-5.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.91% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,007 | $3,043-66.9% | $2,468-59.2% | $4,779-78.9% |
| Participant deferral / active EE | $3,413 | $4,282-20.3% | $3,686-7.4% | $5,609-39.1% |
| Admin fee / account holder | $12,958 | $10,436+24.2% | $6,521+98.7% | $10,827+19.7% |