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 | $88,795 | $127,100-30.1% | $105,738-16.0% | $135,375-34.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -1.89% | 4.49%-6.4pp | 6.27%-8.2pp | 519.73%-521.6pp |
| Employer contribution / active EE | $3,333 | $4,107-18.8% | $3,268+2.0% | $4,779-30.2% |
| Participant deferral / active EE | $14,433 | $5,064+185.0% | $4,080+253.8% | $5,609+157.3% |
| Admin fee / account holder | $2,196 | $9,087-75.8% | $6,913-68.2% | $10,827-79.7% |