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 | $131,208 | $95,193+37.8% | $76,523+71.5% | $135,375-3.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.98% | 4.85%-8.8pp | -0.27%-3.7pp | 519.73%-523.7pp |
| Employer contribution / active EE | $6,873 | $3,302+108.1% | $2,647+159.6% | $4,779+43.8% |
| Participant deferral / active EE | $6,167 | $4,639+32.9% | $3,835+60.8% | $5,609+9.9% |
| Admin fee / account holder | $44,783 | $6,249+616.7% | $4,848+823.7% | $10,827+313.6% |