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 | $198,267 | $211,958-6.5% | $169,463+17.0% | $135,375+46.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.93% | 3.26%-9.2pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,447 | $5,120-13.1% | $4,159+6.9% | $4,779-7.0% |
| Participant deferral / active EE | $19,563 | $6,075+222.0% | $5,277+270.7% | $5,609+248.8% |
| Admin fee / account holder | $3,394 | $11,471-70.4% | $9,109-62.7% | $10,827-68.7% |