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 | $147,197 | $127,100+15.8% | $105,738+39.2% | $135,375+8.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.49% | 4.49%-10.0pp | 6.27%-11.8pp | 519.73%-525.2pp |
| Employer contribution / active EE | $26,459 | $4,107+544.3% | $3,268+709.6% | $4,779+453.7% |
| Participant deferral / active EE | $3,148 | $5,064-37.9% | $4,080-22.9% | $5,609-43.9% |
| Admin fee / account holder | $1,153 | $9,087-87.3% | $6,913-83.3% | $10,827-89.4% |