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 | $103,265 | $92,222+12.0% | $76,768+34.5% | $135,375-23.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.21% | 5.46%-10.7pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,150 | $3,216-33.2% | $2,485-13.5% | $4,779-55.0% |
| Participant deferral / active EE | $4,798 | $4,509+6.4% | $3,852+24.6% | $5,609-14.5% |
| Admin fee / account holder | $678 | $10,748-93.7% | $6,675-89.8% | $10,827-93.7% |