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 | $121,508 | $99,032+22.7% | $80,019+51.8% | $135,375-10.2% |
| Participation rate | 94.4% | 78.4%+16.1pp | 75.8%+18.6pp | 82.6%+11.8pp |
| Annual return | -2.17% | 15.39%-17.6pp | 11.22%-13.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $6,039 | $3,043+98.4% | $2,468+144.7% | $4,779+26.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,039 | $10,436-90.0% | $6,521-84.1% | $10,827-90.4% |