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 | $119,606 | $99,032+20.8% | $80,019+49.5% | $135,375-11.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.58% | 15.39%-20.0pp | 11.22%-15.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,128 | $3,043+35.6% | $2,468+67.2% | $4,779-13.6% |
| Participant deferral / active EE | $4,509 | $4,282+5.3% | $3,686+22.3% | $5,609-19.6% |
| Admin fee / account holder | $13,463 | $10,436+29.0% | $6,521+106.5% | $10,827+24.3% |