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 | $123,016 | $95,862+28.3% | $79,550+54.6% | $134,475-8.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.45% | -2.69%-7.8pp | 0.16%-10.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,992 | $3,128-36.3% | $2,413-17.4% | $4,740-58.0% |
| Participant deferral / active EE | $5,850 | $4,693+24.7% | $3,985+46.8% | $6,400-8.6% |
| Admin fee / account holder | $608 | $9,126-93.3% | $6,832-91.1% | $11,426-94.7% |