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 | $106,496 | $94,529+12.7% | $140,016-23.9% | $64,186+65.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.21% | 7.77%-12.0pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,603 | $3,812-5.5% | $5,606-35.7% | $2,381+51.3% |
| Participant deferral / active EE | $2,990 | $5,250-43.0% | $6,927-56.8% | $3,470-13.8% |
| Admin fee / account holder | $2,026 | $6,741-70.0% | $10,705-81.1% | $4,888-58.6% |