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 | $178,522 | $87,540+103.9% | $75,781+135.6% | $125,391+42.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.36% | 13.48%-14.8pp | 9.68%-11.0pp | 282.22%-283.6pp |
| Employer contribution / active EE | $7,591 | $3,930+93.1% | $3,323+128.4% | $4,866+56.0% |
| Participant deferral / active EE | $6,721 | $4,229+58.9% | $3,651+84.1% | $5,352+25.6% |
| Admin fee / account holder | $318 | $6,502-95.1% | $5,299-94.0% | $9,540-96.7% |