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 | $105,591 | $82,032+28.7% | $123,104-14.2% | $59,632+77.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.18% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,660 | $3,297-19.3% | $5,151-48.4% | $2,203+20.7% |
| Participant deferral / active EE | $3,643 | $4,667-21.9% | $6,230-41.5% | $3,192+14.2% |
| Admin fee / account holder | $17,916 | $5,881+204.7% | $9,015+98.7% | $4,297+316.9% |