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 | $146,017 | $107,791+35.5% | $90,645+61.1% | $135,375+7.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.66% | -0.90%-1.8pp | 1.88%-4.5pp | 519.73%-522.4pp |
| Employer contribution / active EE | $4,059 | $3,018+34.5% | $2,532+60.3% | $4,779-15.1% |
| Participant deferral / active EE | $8,532 | $3,872+120.3% | $3,425+149.1% | $5,609+52.1% |
| Admin fee / account holder | $100,089 | $5,930+1587.9% | $4,994+1904.3% | $10,827+824.4% |