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 | $165,109 | $95,193+73.4% | $76,523+115.8% | $135,375+22.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.13% | 4.85%-9.0pp | -0.27%-3.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,788 | $3,302-45.9% | $2,647-32.5% | $4,779-62.6% |
| Participant deferral / active EE | $5,626 | $4,639+21.3% | $3,835+46.7% | $5,609+0.3% |
| Admin fee / account holder | $28,719 | $6,249+359.6% | $4,848+492.4% | $10,827+165.3% |