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 | $126,300 | $211,958-40.4% | $169,463-25.5% | $135,375-6.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.08% | 3.26%-12.3pp | 1.83%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,655 | $5,120-67.7% | $4,159-60.2% | $4,779-65.4% |
| Participant deferral / active EE | $9,350 | $6,075+53.9% | $5,277+77.2% | $5,609+66.7% |
| Admin fee / account holder | $1,395 | $11,471-87.8% | $9,109-84.7% | $10,827-87.1% |