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 | $186,853 | $107,791+73.3% | $90,645+106.1% | $135,375+38.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -1.86% | -0.90%-1.0pp | 1.88%-3.7pp | 519.73%-521.6pp |
| Employer contribution / active EE | $6,539 | $3,018+116.7% | $2,532+158.3% | $4,779+36.8% |
| Participant deferral / active EE | $4,655 | $3,872+20.2% | $3,425+35.9% | $5,609-17.0% |
| Admin fee / account holder | $4,008 | $5,930-32.4% | $4,994-19.7% | $10,827-63.0% |