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 | $158,179 | $211,958-25.4% | $169,463-6.7% | $135,375+16.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.39% | 3.26%-10.7pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,875 | $5,120-63.4% | $4,159-54.9% | $4,779-60.8% |
| Participant deferral / active EE | $12,333 | $6,075+103.0% | $5,277+133.7% | $5,609+119.9% |
| Admin fee / account holder | $1,579 | $11,471-86.2% | $9,109-82.7% | $10,827-85.4% |