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 | $180,093 | $211,958-15.0% | $169,463+6.3% | $135,375+33.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.92% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $6,824 | $5,120+33.3% | $4,159+64.1% | $4,779+42.8% |
| Participant deferral / active EE | $15,241 | $6,075+150.9% | $5,277+188.8% | $5,609+171.7% |
| Admin fee / account holder | $796 | $11,471-93.1% | $9,109-91.3% | $10,827-92.6% |