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 | $81,243 | $97,044-16.3% | $83,333-2.5% | $135,375-40.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.70% | 12.31%-18.0pp | 10.63%-16.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,497 | $4,143+153.4% | $3,379+210.7% | $4,779+119.7% |
| Participant deferral / active EE | $9,893 | $5,964+65.9% | $5,565+77.8% | $5,609+76.4% |
| Admin fee / account holder | $10,826 | $8,380+29.2% | $7,510+44.1% | $10,8270% |