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 | $204,832 | $149,333+37.2% | $106,387+92.5% | $135,375+51.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -4.67% | 0.52%-5.2pp | 0.25%-4.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $6,836 | $4,984+37.2% | $3,520+94.2% | $4,779+43.1% |
| Participant deferral / active EE | $9,467 | $7,230+30.9% | $5,421+74.6% | $5,609+68.8% |
| Admin fee / account holder | $5,562 | $15,952-65.1% | $7,510-25.9% | $10,827-48.6% |