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 | $111,189 | $69,518+59.9% | $59,878+85.7% | $135,375-17.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.92% | 7.94%-9.9pp | 3.46%-5.4pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,917 | $3,235+21.1% | $2,722+43.9% | $4,779-18.0% |
| Participant deferral / active EE | $3,331 | $4,206-20.8% | $3,402-2.1% | $5,609-40.6% |
| Admin fee / account holder | $7,449 | $5,734+29.9% | $3,590+107.5% | $10,827-31.2% |