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 | $113,236 | $147,167-23.1% | $111,392+1.7% | $135,375-16.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.75% | -4.44%-1.3pp | -2.06%-3.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $9,822 | $5,204+88.7% | $4,328+126.9% | $4,779+105.5% |
| Participant deferral / active EE | $32,973 | $6,565+402.3% | $5,567+492.3% | $5,609+487.9% |
| Admin fee / account holder | $11,331 | $20,270-44.1% | $12,266-7.6% | $10,827+4.7% |