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 9-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 | $118,326 | $99,032+19.5% | $80,019+47.9% | $135,375-12.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.44% | 15.39%-18.8pp | 11.22%-14.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,033 | $3,043-33.2% | $2,468-17.6% | $4,779-57.5% |
| Participant deferral / active EE | $5,022 | $4,282+17.3% | $3,686+36.3% | $5,609-10.5% |
| Admin fee / account holder | $926 | $10,436-91.1% | $6,521-85.8% | $10,827-91.4% |