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 | $77,111 | $32,117+140.1% | $71,086+8.5% | $64,186+20.1% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -3.82% | -5.57%+1.7pp | 650.59%-654.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,887 | $712+164.9% | $1,088+73.5% | $2,381-20.8% |
| Participant deferral / active EE | $2,388 | $1,263+89.0% | $1,874+27.4% | $3,470-31.2% |
| Admin fee / account holder | $3,129 | $2,759+13.4% | $3,082+1.5% | $4,888-36.0% |