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 | $135,378 | $107,791+25.6% | $90,645+49.3% | $135,3750% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.28% | -0.90%-2.4pp | 1.88%-5.2pp | 519.73%-523.0pp |
| Employer contribution / active EE | $4,240 | $3,018+40.5% | $2,532+67.5% | $4,779-11.3% |
| Participant deferral / active EE | $9,103 | $3,872+135.1% | $3,425+165.8% | $5,609+62.3% |
| Admin fee / account holder | $18,813 | $5,930+217.3% | $4,994+276.7% | $10,827+73.8% |