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 | $119,326 | $92,222+29.4% | $76,768+55.4% | $135,375-11.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.22% | 5.46%-13.7pp | 2.43%-10.6pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,665 | $3,216-17.1% | $2,485+7.2% | $4,779-44.2% |
| Participant deferral / active EE | $3,800 | $4,509-15.7% | $3,852-1.3% | $5,609-32.2% |
| Admin fee / account holder | $1,217 | $10,748-88.7% | $6,675-81.8% | $10,827-88.8% |