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 | $148,083 | $107,791+37.4% | $90,645+63.4% | $135,375+9.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.26% | -0.90%-2.4pp | 1.88%-5.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $10,042 | $3,018+232.7% | $2,532+296.6% | $4,779+110.1% |
| Participant deferral / active EE | $4,872 | $3,872+25.8% | $3,425+42.3% | $5,609-13.1% |
| Admin fee / account holder | $1,039 | $5,930-82.5% | $4,994-79.2% | $10,827-90.4% |