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 | $117,175 | $117,690-0.4% | $71,735+63.3% | $134,475-12.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -12.98% | 25.44%-38.4pp | 9.14%-22.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,132 | $2,525-55.2% | $1,704-33.6% | $4,740-76.1% |
| Participant deferral / active EE | $6,284 | $3,759+67.2% | $2,658+136.4% | $6,400-1.8% |
| Admin fee / account holder | $6,511 | $6,379+2.1% | $3,974+63.8% | $11,426-43.0% |