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 | $131,624 | $85,790+53.4% | $67,313+95.5% | $135,375-2.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.06% | -0.54%-5.5pp | -4.08%-2.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $11,683 | $3,487+235.0% | $2,566+355.3% | $4,779+144.5% |
| Participant deferral / active EE | $4,713 | $4,651+1.3% | $3,568+32.1% | $5,609-16.0% |
| Admin fee / account holder | $4,104 | $6,392-35.8% | $4,507-8.9% | $10,827-62.1% |