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 | $147,546 | $92,222+60.0% | $76,768+92.2% | $135,375+9.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.56% | 5.46%-7.0pp | 2.43%-4.0pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,703 | $3,216+15.1% | $2,485+49.0% | $4,779-22.5% |
| Participant deferral / active EE | $4,790 | $4,509+6.2% | $3,852+24.4% | $5,609-14.6% |
| Admin fee / account holder | $6,063 | $10,748-43.6% | $6,675-9.2% | $10,827-44.0% |