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 | $111,841 | $87,540+27.8% | $75,781+47.6% | $125,391-10.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.05% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,309 | $3,930-41.2% | $3,323-30.5% | $4,866-52.5% |
| Participant deferral / active EE | $9,300 | $4,229+119.9% | $3,651+154.7% | $5,352+73.8% |
| Admin fee / account holder | $2,667 | $6,502-59.0% | $5,299-49.7% | $9,540-72.0% |