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 | $218,308 | $211,958+3.0% | $169,463+28.8% | $135,375+61.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.53% | 3.26%-3.8pp | 1.83%-2.4pp | 519.73%-520.3pp |
| Employer contribution / active EE | $11,301 | $5,120+120.7% | $4,159+171.7% | $4,779+136.5% |
| Participant deferral / active EE | $4,468 | $6,075-26.5% | $5,277-15.3% | $5,609-20.3% |
| Admin fee / account holder | $2,159 | $11,471-81.2% | $9,109-76.3% | $10,827-80.1% |