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 | $187,380 | $92,222+103.2% | $76,768+144.1% | $135,375+38.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.86% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $32,500 | $3,216+910.6% | $2,485+1207.8% | $4,779+580.1% |
| Participant deferral / active EE | $3,000 | $4,509-33.5% | $3,852-22.1% | $5,609-46.5% |
| Admin fee / account holder | $1,644 | $10,748-84.7% | $6,675-75.4% | $10,827-84.8% |