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 | $91,877 | $69,518+32.2% | $59,878+53.4% | $135,375-32.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.03% | 7.94%-10.0pp | 3.46%-5.5pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,655 | $3,235-17.9% | $2,722-2.4% | $4,779-44.4% |
| Participant deferral / active EE | $4,798 | $4,206+14.1% | $3,402+41.0% | $5,609-14.5% |
| Admin fee / account holder | $11,683 | $5,734+103.7% | $3,590+225.4% | $10,827+7.9% |