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 | $138,163 | $82,286+67.9% | $68,791+100.8% | $134,475+2.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.31% | -2.19%-8.1pp | -6.38%-3.9pp | 417.96%-428.3pp |
| Employer contribution / active EE | $9,794 | $3,301+196.7% | $2,655+268.9% | $4,740+106.6% |
| Participant deferral / active EE | $1,987 | $4,739-58.1% | $3,941-49.6% | $6,400-68.9% |
| Admin fee / account holder | $811 | $6,481-87.5% | $4,932-83.6% | $11,426-92.9% |