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 | $105,082 | $92,222+13.9% | $76,768+36.9% | $135,375-22.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.99% | 5.46%-7.4pp | 2.43%-4.4pp | 519.73%-521.7pp |
| Employer contribution / active EE | $8,044 | $3,216+150.1% | $2,485+223.7% | $4,779+68.3% |
| Participant deferral / active EE | $5,662 | $4,509+25.6% | $3,852+47.0% | $5,609+1.0% |
| Admin fee / account holder | $7,819 | $10,748-27.3% | $6,675+17.1% | $10,827-27.8% |