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 | $103,426 | $92,222+12.1% | $76,768+34.7% | $135,375-23.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.45% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,438 | $3,216-24.2% | $2,485-1.9% | $4,779-49.0% |
| Participant deferral / active EE | $11,854 | $4,509+162.9% | $3,852+207.8% | $5,609+111.3% |
| Admin fee / account holder | $462 | $10,748-95.7% | $6,675-93.1% | $10,827-95.7% |