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 | $160,849 | $107,791+49.2% | $90,645+77.4% | $135,375+18.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.42% | -0.90%-4.5pp | 1.88%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $8,806 | $3,018+191.8% | $2,532+247.8% | $4,779+84.3% |
| Participant deferral / active EE | $5,979 | $3,872+54.4% | $3,425+74.6% | $5,609+6.6% |
| Admin fee / account holder | $10,236 | $5,930+72.6% | $4,994+105.0% | $10,827-5.5% |