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 | $197,296 | $92,222+113.9% | $76,768+157.0% | $135,375+45.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.01% | 5.46%-10.5pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $6,217 | $3,216+93.3% | $2,485+150.2% | $4,779+30.1% |
| Participant deferral / active EE | $5,548 | $4,509+23.1% | $3,852+44.1% | $5,609-1.1% |
| Admin fee / account holder | $2,263 | $10,748-78.9% | $6,675-66.1% | $10,827-79.1% |