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 | $119,178 | $92,222+29.2% | $76,768+55.2% | $135,375-12.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.95% | 5.46%-3.5pp | 2.43%-0.5pp | 519.73%-517.8pp |
| Employer contribution / active EE | $4,540 | $3,216+41.2% | $2,485+82.7% | $4,779-5.0% |
| Participant deferral / active EE | $4,294 | $4,509-4.8% | $3,852+11.5% | $5,609-23.4% |
| Admin fee / account holder | $15,031 | $10,748+39.8% | $6,675+125.2% | $10,827+38.8% |