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 | $142,381 | $158,817-10.3% | $121,196+17.5% | $135,375+5.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.60% | -0.64%-6.0pp | 16.93%-23.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $15,981 | $5,665+182.1% | $4,022+297.4% | $4,779+234.4% |
| Participant deferral / active EE | $11,178 | $4,005+179.1% | $3,344+234.2% | $5,609+99.3% |
| Admin fee / account holder | $657 | $6,512-89.9% | $5,019-86.9% | $10,827-93.9% |