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 | $226,055 | $167,307+35.1% | $143,757+57.2% | $134,475+68.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.30% | 0.46%-2.8pp | -0.04%-2.3pp | 417.96%-420.3pp |
| Employer contribution / active EE | $1,482 | $5,619-73.6% | $4,951-70.1% | $4,740-68.7% |
| Participant deferral / active EE | $6,020 | $6,446-6.6% | $5,637+6.8% | $6,400-5.9% |
| Admin fee / account holder | $3,833 | $18,088-78.8% | $14,673-73.9% | $11,426-66.5% |