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 | $94,911 | $64,307+47.6% | $57,343+65.5% | $125,391-24.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.29% | 25.12%-26.4pp | 24.39%-25.7pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,808 | $3,193-12.1% | $2,689+4.4% | $4,866-42.3% |
| Participant deferral / active EE | $6,707 | $3,848+74.3% | $3,162+112.1% | $5,352+25.3% |
| Admin fee / account holder | $390 | $5,242-92.6% | $3,356-88.4% | $9,540-95.9% |