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 | $109,222 | $86,699+26.0% | $73,307+49.0% | $125,391-12.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.41% | 2.78%-4.2pp | 5.67%-7.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,703 | $4,152-59.0% | $3,237-47.4% | $4,866-65.0% |
| Participant deferral / active EE | $5,292 | $5,550-4.7% | $4,991+6.0% | $5,352-1.1% |
| Admin fee / account holder | $482 | $7,771-93.8% | $5,637-91.5% | $9,540-95.0% |