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 | $135,444 | $107,791+25.7% | $90,645+49.4% | $135,375+0.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.38% | -0.90%-5.5pp | 1.88%-8.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,140 | $3,018+70.3% | $2,532+103.0% | $4,779+7.6% |
| Participant deferral / active EE | $1,904 | $3,872-50.8% | $3,425-44.4% | $5,609-66.1% |
| Admin fee / account holder | $9,119 | $5,930+53.8% | $4,994+82.6% | $10,827-15.8% |