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 | $114,042 | $92,222+23.7% | $76,768+48.6% | $135,375-15.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.67% | 5.46%-13.1pp | 2.43%-10.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,456 | $3,216-23.6% | $2,485-1.2% | $4,779-48.6% |
| Participant deferral / active EE | $5,333 | $4,509+18.3% | $3,852+38.5% | $5,609-4.9% |
| Admin fee / account holder | $8,823 | $10,748-17.9% | $6,675+32.2% | $10,827-18.5% |