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 | $122,895 | $113,935+7.9% | $94,224+30.4% | $125,391-2.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.02% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $12,686 | $4,727+168.4% | $3,587+253.7% | $4,866+160.7% |
| Participant deferral / active EE | $1,642 | $5,179-68.3% | $4,320-62.0% | $5,352-69.3% |
| Admin fee / account holder | $2,740 | $8,391-67.3% | $6,269-56.3% | $9,540-71.3% |