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 | $132,910 | $91,911+44.6% | $68,793+93.2% | $135,375-1.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 5.63% | -8.22%+13.8pp | -4.63%+10.3pp | 519.73%-514.1pp |
| Employer contribution / active EE | $5,832 | $3,924+48.6% | $2,625+122.2% | $4,779+22.0% |
| Participant deferral / active EE | $1,229 | $4,315-71.5% | $3,311-62.9% | $5,609-78.1% |
| Admin fee / account holder | $39,642 | $9,240+329.0% | $5,131+672.6% | $10,827+266.1% |