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 | $122,491 | $113,935+7.5% | $94,224+30.0% | $125,391-2.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.14% | 5.29%-5.4pp | 10.68%-10.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $5,937 | $4,727+25.6% | $3,587+65.5% | $4,866+22.0% |
| Participant deferral / active EE | $12,526 | $5,179+141.9% | $4,320+189.9% | $5,352+134.1% |
| Admin fee / account holder | $27,601 | $8,391+228.9% | $6,269+340.3% | $9,540+189.3% |