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 | $122,106 | $107,791+13.3% | $90,645+34.7% | $135,375-9.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.28% | -0.90%-6.4pp | 1.88%-9.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $6,429 | $3,018+113.0% | $2,532+153.9% | $4,779+34.5% |
| Participant deferral / active EE | $527 | $3,872-86.4% | $3,425-84.6% | $5,609-90.6% |
| Admin fee / account holder | $10,817 | $5,930+82.4% | $4,994+116.6% | $10,827-0.1% |