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 | $78,485 | $97,044-19.1% | $83,333-5.8% | $135,375-42.0% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -4.53% | 12.31%-16.8pp | 10.63%-15.2pp | 519.73%-524.3pp |
| Employer contribution / active EE | $11,790 | $4,143+184.6% | $3,379+249.0% | $4,779+146.7% |
| Participant deferral / active EE | $3,445 | $5,964-42.2% | $5,565-38.1% | $5,609-38.6% |
| Admin fee / account holder | $42,608 | $8,380+408.5% | $7,510+467.3% | $10,827+293.5% |