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 | $134,148 | $95,193+40.9% | $76,523+75.3% | $135,375-0.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.14% | 4.85%-9.0pp | -0.27%-3.9pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,330 | $3,302+31.1% | $2,647+63.6% | $4,779-9.4% |
| Participant deferral / active EE | $15,308 | $4,639+230.0% | $3,835+299.1% | $5,609+172.9% |
| Admin fee / account holder | $319 | $6,249-94.9% | $4,848-93.4% | $10,827-97.1% |