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 | $111,734 | $97,044+15.1% | $83,333+34.1% | $135,375-17.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.80% | 12.31%-14.1pp | 10.63%-12.4pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,352 | $4,143-43.2% | $3,379-30.4% | $4,779-50.8% |
| Participant deferral / active EE | $6,134 | $5,964+2.8% | $5,565+10.2% | $5,609+9.4% |
| Admin fee / account holder | $30,037 | $8,380+258.5% | $7,510+299.9% | $10,827+177.4% |