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 | $162,706 | $86,699+87.7% | $73,307+122.0% | $125,391+29.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.00% | 2.78%-3.8pp | 5.67%-6.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $37,880 | $4,152+812.3% | $3,237+1070.1% | $4,866+678.5% |
| Participant deferral / active EE | $24,980 | $5,550+350.1% | $4,991+400.5% | $5,352+366.8% |
| Admin fee / account holder | $913 | $7,771-88.3% | $5,637-83.8% | $9,540-90.4% |