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 | $109,144 | $69,518+57.0% | $59,878+82.3% | $135,375-19.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.35% | 7.94%-16.3pp | 3.46%-11.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $8,063 | $3,235+149.3% | $2,722+196.3% | $4,779+68.7% |
| Participant deferral / active EE | $10,901 | $4,206+159.2% | $3,402+220.4% | $5,609+94.4% |
| Admin fee / account holder | $1,136 | $5,734-80.2% | $3,590-68.3% | $10,827-89.5% |