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 | $210,974 | $113,935+85.2% | $94,224+123.9% | $125,391+68.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.30% | 5.29%-6.6pp | 10.68%-12.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $4,093 | $4,727-13.4% | $3,587+14.1% | $4,866-15.9% |
| Participant deferral / active EE | $9,410 | $5,179+81.7% | $4,320+117.8% | $5,352+75.8% |
| Admin fee / account holder | $644 | $8,391-92.3% | $6,269-89.7% | $9,540-93.3% |