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 | $89,629 | $92,222-2.8% | $76,768+16.8% | $135,375-33.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.37% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,456 | $3,216-54.7% | $2,485-41.4% | $4,779-69.5% |
| Participant deferral / active EE | $5,611 | $4,509+24.5% | $3,852+45.7% | $5,6090% |
| Admin fee / account holder | $457 | $10,748-95.7% | $6,675-93.2% | $10,827-95.8% |