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 | $134,082 | $97,044+38.2% | $83,333+60.9% | $135,375-1.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.40% | 12.31%-17.7pp | 10.63%-16.0pp | 519.73%-525.1pp |
| Employer contribution / active EE | $6,786 | $4,143+63.8% | $3,379+100.8% | $4,779+42.0% |
| Participant deferral / active EE | $7,235 | $5,964+21.3% | $5,565+30.0% | $5,609+29.0% |
| Admin fee / account holder | $18,352 | $8,380+119.0% | $7,510+144.4% | $10,827+69.5% |