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 | $65,415 | $32,117+103.7% | $71,086-8.0% | $64,186+1.9% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -2.96% | -5.57%+2.6pp | 650.59%-653.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,992 | $712+600.9% | $1,088+358.9% | $2,381+109.7% |
| Participant deferral / active EE | $4,095 | $1,263+224.2% | $1,874+118.5% | $3,470+18.0% |
| Admin fee / account holder | $499 | $2,759-81.9% | $3,082-83.8% | $4,888-89.8% |