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 | $169,294 | $92,222+83.6% | $76,768+120.5% | $135,375+25.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.99% | 5.46%-7.4pp | 2.43%-4.4pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,879 | $3,216+20.6% | $2,485+56.1% | $4,779-18.8% |
| Participant deferral / active EE | $8,147 | $4,509+80.7% | $3,852+111.5% | $5,609+45.2% |
| Admin fee / account holder | $390 | $10,748-96.4% | $6,675-94.2% | $10,827-96.4% |