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 | $128,622 | $90,590+42.0% | $90,782+41.7% | $135,375-5.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -2.54% | -3.40%+0.9pp | -3.42%+0.9pp | 519.73%-522.3pp |
| Employer contribution / active EE | $6,871 | $4,352+57.9% | $4,105+67.4% | $4,779+43.8% |
| Participant deferral / active EE | $6,654 | $5,407+23.1% | $5,366+24.0% | $5,609+18.6% |
| Admin fee / account holder | $79,436 | $7,683+933.9% | $5,908+1244.6% | $10,827+633.7% |