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 | $138,111 | $84,527+63.4% | $67,711+104.0% | $125,391+10.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.13% | 2.57%-1.4pp | 25.41%-24.3pp | 282.22%-281.1pp |
| Employer contribution / active EE | $10,008 | $3,292+204.0% | $2,559+291.0% | $4,866+105.7% |
| Participant deferral / active EE | $8,013 | $4,429+80.9% | $3,585+123.5% | $5,352+49.7% |
| Admin fee / account holder | $678 | $5,340-87.3% | $4,255-84.1% | $9,540-92.9% |