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 | $109,083 | $82,032+33.0% | $123,104-11.4% | $59,632+82.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.67% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $4,801 | $3,297+45.6% | $5,151-6.8% | $2,203+117.9% |
| Participant deferral / active EE | $6,415 | $4,667+37.5% | $6,230+3.0% | $3,192+101.0% |
| Admin fee / account holder | $8,858 | $5,881+50.6% | $9,015-1.7% | $4,297+106.1% |