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 | $92,008 | $140,588-34.6% | $123,104-25.3% | $125,391-26.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.69% | 16.80%-18.5pp | 13.22%-14.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $8,195 | $6,041+35.6% | $5,151+59.1% | $4,866+68.4% |
| Participant deferral / active EE | $14,483 | $6,980+107.5% | $6,230+132.5% | $5,352+170.6% |
| Admin fee / account holder | $1,576 | $11,198-85.9% | $9,015-82.5% | $9,540-83.5% |