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 | $168,764 | $211,958-20.4% | $169,463-0.4% | $135,375+24.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.46% | 3.26%-9.7pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,923 | $5,120-42.9% | $4,159-29.7% | $4,779-38.8% |
| Participant deferral / active EE | $4,929 | $6,075-18.9% | $5,277-6.6% | $5,609-12.1% |
| Admin fee / account holder | $510 | $11,471-95.6% | $9,109-94.4% | $10,827-95.3% |