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 | $107,021 | $97,044+10.3% | $83,333+28.4% | $135,375-20.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.38% | 12.31%-16.7pp | 10.63%-15.0pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,263 | $4,143-21.2% | $3,379-3.4% | $4,779-31.7% |
| Participant deferral / active EE | $10,055 | $5,964+68.6% | $5,565+80.7% | $5,609+79.3% |
| Admin fee / account holder | $3,021 | $8,380-63.9% | $7,510-59.8% | $10,827-72.1% |