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 | $146,501 | $107,791+35.9% | $90,645+61.6% | $135,375+8.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.29% | -0.90%-2.4pp | 1.88%-5.2pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,283 | $3,018+8.8% | $2,532+29.7% | $4,779-31.3% |
| Participant deferral / active EE | $7,753 | $3,872+100.2% | $3,425+126.4% | $5,609+38.2% |
| Admin fee / account holder | $78,400 | $5,930+1222.1% | $4,994+1469.9% | $10,827+624.1% |