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 | $147,751 | $211,958-30.3% | $169,463-12.8% | $135,375+9.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.99% | 3.26%-7.3pp | 1.83%-5.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $5,424 | $5,120+5.9% | $4,159+30.4% | $4,779+13.5% |
| Participant deferral / active EE | $7,833 | $6,075+28.9% | $5,277+48.5% | $5,609+39.7% |
| Admin fee / account holder | $29,780 | $11,471+159.6% | $9,109+226.9% | $10,827+175.0% |