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 | $193,665 | $158,817+21.9% | $121,196+59.8% | $135,375+43.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.52% | -0.64%-4.9pp | 16.93%-22.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,176 | $5,665-79.2% | $4,022-70.8% | $4,779-75.4% |
| Participant deferral / active EE | $1,499 | $4,005-62.6% | $3,344-55.2% | $5,609-73.3% |
| Admin fee / account holder | $8,525 | $6,512+30.9% | $5,019+69.9% | $10,827-21.3% |