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 | $115,840 | $95,193+21.7% | $76,523+51.4% | $135,375-14.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | 4.85%-10.1pp | -0.27%-5.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,986 | $3,302+20.7% | $2,647+50.6% | $4,779-16.6% |
| Participant deferral / active EE | $12,542 | $4,639+170.3% | $3,835+227.0% | $5,609+123.6% |
| Admin fee / account holder | $5,000 | $6,249-20.0% | $4,848+3.1% | $10,827-53.8% |