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 | $193,989 | $140,588+38.0% | $123,104+57.6% | $125,391+54.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.96% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $3,630 | $6,041-39.9% | $5,151-29.5% | $4,866-25.4% |
| Participant deferral / active EE | $3,110 | $6,980-55.5% | $6,230-50.1% | $5,352-41.9% |
| Admin fee / account holder | $1,466 | $11,198-86.9% | $9,015-83.7% | $9,540-84.6% |