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 | $229,906 | $86,699+165.2% | $73,307+213.6% | $125,391+83.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.02% | 2.78%-2.8pp | 5.67%-5.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,651 | $4,152-12.1% | $3,237+12.8% | $4,866-25.0% |
| Participant deferral / active EE | $4,843 | $5,550-12.7% | $4,991-3.0% | $5,352-9.5% |
| Admin fee / account holder | $6,173 | $7,771-20.6% | $5,637+9.5% | $9,540-35.3% |