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 | $139,251 | $92,222+51.0% | $76,768+81.4% | $135,375+2.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.61% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $5,297 | $3,216+64.7% | $2,485+113.2% | $4,779+10.9% |
| Participant deferral / active EE | $6,512 | $4,509+44.4% | $3,852+69.1% | $5,609+16.1% |
| Admin fee / account holder | $842 | $10,748-92.2% | $6,675-87.4% | $10,827-92.2% |