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 | $211,557 | $113,935+85.7% | $94,224+124.5% | $125,391+68.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.77% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,255 | $4,727-52.3% | $3,587-37.1% | $4,866-53.7% |
| Participant deferral / active EE | $5,772 | $5,179+11.4% | $4,320+33.6% | $5,352+7.8% |
| Admin fee / account holder | $1,186 | $8,391-85.9% | $6,269-81.1% | $9,540-87.6% |