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 | $96,249 | $69,518+38.5% | $59,878+60.7% | $135,375-28.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.01% | 7.94%-11.0pp | 3.46%-6.5pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,296 | $3,235-29.0% | $2,722-15.6% | $4,779-52.0% |
| Participant deferral / active EE | $5,394 | $4,206+28.2% | $3,402+58.5% | $5,609-3.8% |
| Admin fee / account holder | $4,677 | $5,734-18.4% | $3,590+30.3% | $10,827-56.8% |