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 | $81,321 | $82,286-1.2% | $68,791+18.2% | $134,475-39.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.36% | -2.19%-12.2pp | -6.38%-8.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $11,113 | $3,301+236.7% | $2,655+318.5% | $4,740+134.5% |
| Participant deferral / active EE | $7,600 | $4,739+60.4% | $3,941+92.8% | $6,400+18.8% |
| Admin fee / account holder | $833 | $6,481-87.1% | $4,932-83.1% | $11,426-92.7% |