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 | $132,216 | $107,791+22.7% | $90,645+45.9% | $135,375-2.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.21% | -0.90%-4.3pp | 1.88%-7.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,108 | $3,018-30.1% | $2,532-16.7% | $4,779-55.9% |
| Participant deferral / active EE | $10,511 | $3,872+171.5% | $3,425+206.9% | $5,609+87.4% |
| Admin fee / account holder | $820 | $5,930-86.2% | $4,994-83.6% | $10,827-92.4% |