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 | $104,975 | $97,044+8.2% | $83,333+26.0% | $135,375-22.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.64% | 12.31%-14.0pp | 10.63%-12.3pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,902 | $4,143-54.1% | $3,379-43.7% | $4,779-60.2% |
| Participant deferral / active EE | $10,291 | $5,964+72.5% | $5,565+84.9% | $5,609+83.5% |
| Admin fee / account holder | $316,013 | $8,380+3671.3% | $7,510+4107.7% | $10,827+2818.7% |