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 | $184,916 | $211,958-12.8% | $169,463+9.1% | $135,375+36.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.95% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,584 | $5,120-69.1% | $4,159-61.9% | $4,779-66.9% |
| Participant deferral / active EE | $13,000 | $6,075+114.0% | $5,277+146.4% | $5,609+131.8% |
| Admin fee / account holder | $293,654 | $11,471+2460.0% | $9,109+3123.7% | $10,827+2612.2% |