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 | $192,256 | $99,032+94.1% | $80,019+140.3% | $135,375+42.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.70% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,459 | $3,043-19.2% | $2,468-0.4% | $4,779-48.5% |
| Participant deferral / active EE | $6,816 | $4,282+59.2% | $3,686+84.9% | $5,609+21.5% |
| Admin fee / account holder | $1,998 | $10,436-80.9% | $6,521-69.4% | $10,827-81.5% |