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 | $114,252 | $99,032+15.4% | $80,019+42.8% | $135,375-15.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.57% | 15.39%-18.0pp | 11.22%-13.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,658 | $3,043-12.7% | $2,468+7.7% | $4,779-44.4% |
| Participant deferral / active EE | $5,860 | $4,282+36.8% | $3,686+59.0% | $5,609+4.5% |
| Admin fee / account holder | $10,495 | $10,436+0.6% | $6,521+60.9% | $10,827-3.1% |