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 | $182,142 | $97,044+87.7% | $83,333+118.6% | $135,375+34.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.30% | 12.31%-15.6pp | 10.63%-13.9pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,096 | $4,143-25.3% | $3,379-8.4% | $4,779-35.2% |
| Participant deferral / active EE | $3,262 | $5,964-45.3% | $5,565-41.4% | $5,609-41.8% |
| Admin fee / account holder | $21,358 | $8,380+154.9% | $7,510+184.4% | $10,827+97.3% |