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 | $88,914 | $69,518+27.9% | $59,878+48.5% | $135,375-34.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.96% | 7.94%-9.9pp | 3.46%-5.4pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,672 | $3,235+13.5% | $2,722+34.9% | $4,779-23.2% |
| Participant deferral / active EE | $8,562 | $4,206+103.6% | $3,402+151.7% | $5,609+52.6% |
| Admin fee / account holder | $6,966 | $5,734+21.5% | $3,590+94.0% | $10,827-35.7% |