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 | $120,314 | $87,540+37.4% | $75,781+58.8% | $125,391-4.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.48% | 13.48%-15.0pp | 9.68%-11.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $12,712 | $3,930+223.5% | $3,323+282.5% | $4,866+161.2% |
| Participant deferral / active EE | $9,548 | $4,229+125.8% | $3,651+161.5% | $5,352+78.4% |
| Admin fee / account holder | $1,655 | $6,502-74.5% | $5,299-68.8% | $9,540-82.7% |