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 | $110,024 | $42,383+159.6% | $76,523+43.8% | $64,186+71.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -5.10% | -16.54%+11.4pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $11,641 | $1,563+644.6% | $2,647+339.7% | $2,381+388.9% |
| Participant deferral / active EE | $2,728 | $2,566+6.3% | $3,835-28.9% | $3,470-21.4% |
| Admin fee / account holder | $12,608 | $3,198+294.2% | $4,848+160.0% | $4,888+157.9% |