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 | $138,856 | $95,193+45.9% | $76,523+81.5% | $135,375+2.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.03% | 4.85%-9.9pp | -0.27%-4.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $9,299 | $3,302+181.6% | $2,647+251.3% | $4,779+94.6% |
| Participant deferral / active EE | $5,727 | $4,639+23.5% | $3,835+49.3% | $5,609+2.1% |
| Admin fee / account holder | $3,041 | $6,249-51.3% | $4,848-37.3% | $10,827-71.9% |