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 | $117,470 | $97,044+21.0% | $83,333+41.0% | $135,375-13.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.18% | 12.31%-14.5pp | 10.63%-12.8pp | 519.73%-521.9pp |
| Employer contribution / active EE | $9,968 | $4,143+140.6% | $3,379+195.0% | $4,779+108.6% |
| Participant deferral / active EE | $7,149 | $5,964+19.9% | $5,565+28.5% | $5,609+27.5% |
| Admin fee / account holder | $342 | $8,380-95.9% | $7,510-95.4% | $10,827-96.8% |