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 | $184,124 | $92,222+99.7% | $76,768+139.8% | $135,375+36.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.12% | 5.46%-5.6pp | 2.43%-2.5pp | 519.73%-519.8pp |
| Employer contribution / active EE | $2,276 | $3,216-29.2% | $2,485-8.4% | $4,779-52.4% |
| Participant deferral / active EE | $2,537 | $4,509-43.7% | $3,852-34.1% | $5,609-54.8% |
| Admin fee / account holder | $2,829 | $10,748-73.7% | $6,675-57.6% | $10,827-73.9% |