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 | $125,982 | $69,518+81.2% | $59,878+110.4% | $135,375-6.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.63% | 7.94%-12.6pp | 3.46%-8.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,501 | $3,235+39.1% | $2,722+65.4% | $4,779-5.8% |
| Participant deferral / active EE | $10,370 | $4,206+146.6% | $3,402+204.8% | $5,609+84.9% |
| Admin fee / account holder | $441 | $5,734-92.3% | $3,590-87.7% | $10,827-95.9% |