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 | $204,010 | $211,958-3.7% | $169,463+20.4% | $135,375+50.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.07% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,808 | $5,120-64.7% | $4,159-56.5% | $4,779-62.2% |
| Participant deferral / active EE | $9,512 | $6,075+56.6% | $5,277+80.3% | $5,609+69.6% |
| Admin fee / account holder | $8,209 | $11,471-28.4% | $9,109-9.9% | $10,827-24.2% |