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 | $132,019 | $149,333-11.6% | $106,387+24.1% | $135,375-2.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -6.00% | 0.52%-6.5pp | 0.25%-6.3pp | 519.73%-525.7pp |
| Employer contribution / active EE | $14,784 | $4,984+196.6% | $3,520+320.0% | $4,779+209.4% |
| Participant deferral / active EE | $15,467 | $7,230+113.9% | $5,421+185.3% | $5,609+175.8% |
| Admin fee / account holder | $836 | $15,952-94.8% | $7,510-88.9% | $10,827-92.3% |