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 | $153,966 | $211,958-27.4% | $169,463-9.1% | $135,375+13.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.91% | 3.26%-8.2pp | 1.83%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $26,350 | $5,120+414.7% | $4,159+533.6% | $4,779+451.4% |
| Participant deferral / active EE | $15,333 | $6,075+152.4% | $5,277+190.6% | $5,609+173.4% |
| Admin fee / account holder | $667 | $11,471-94.2% | $9,109-92.7% | $10,827-93.8% |