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 | $127,520 | $92,222+38.3% | $76,768+66.1% | $135,375-5.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.83% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $6,167 | $3,216+91.8% | $2,485+148.2% | $4,779+29.1% |
| Participant deferral / active EE | $6,167 | $4,509+36.8% | $3,852+60.1% | $5,609+10.0% |
| Admin fee / account holder | $52,996 | $10,748+393.1% | $6,675+694.0% | $10,827+389.5% |