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 9-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 | $129,498 | $92,222+40.4% | $76,768+68.7% | $135,375-4.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.18% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $4,765 | $3,216+48.2% | $2,485+91.7% | $4,779-0.3% |
| Participant deferral / active EE | $4,794 | $4,509+6.3% | $3,852+24.5% | $5,609-14.5% |
| Admin fee / account holder | $18,371 | $10,748+70.9% | $6,675+175.2% | $10,827+69.7% |