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 | $128,290 | $158,817-19.2% | $121,196+5.9% | $135,375-5.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -0.06% | -0.64%+0.6pp | 16.93%-17.0pp | 519.73%-519.8pp |
| Employer contribution / active EE | $12,273 | $5,665+116.6% | $4,022+205.2% | $4,779+156.8% |
| Participant deferral / active EE | $4,350 | $4,005+8.6% | $3,344+30.1% | $5,609-22.5% |
| Admin fee / account holder | $8,438 | $6,512+29.6% | $5,019+68.1% | $10,827-22.1% |