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 | $112,095 | $158,817-29.4% | $121,196-7.5% | $135,375-17.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.35% | -0.64%-0.7pp | 16.93%-18.3pp | 519.73%-521.1pp |
| Employer contribution / active EE | $5,903 | $5,665+4.2% | $4,022+46.8% | $4,779+23.5% |
| Participant deferral / active EE | $10,450 | $4,005+160.9% | $3,344+212.5% | $5,609+86.3% |
| Admin fee / account holder | $12,440 | $6,512+91.0% | $5,019+147.9% | $10,827+14.9% |