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 | $154,563 | $113,935+35.7% | $94,224+64.0% | $125,391+23.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.24% | 5.29%-7.5pp | 10.68%-12.9pp | 282.22%-284.5pp |
| Employer contribution / active EE | $16,939 | $4,727+258.3% | $3,587+372.3% | $4,866+248.1% |
| Participant deferral / active EE | $7,656 | $5,179+47.8% | $4,320+77.2% | $5,352+43.1% |
| Admin fee / account holder | $6,401 | $8,391-23.7% | $6,269+2.1% | $9,540-32.9% |