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 | $103,211 | $82,032+25.8% | $123,104-16.2% | $59,632+73.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.62% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,609 | $3,297-51.2% | $5,151-68.8% | $2,203-27.0% |
| Participant deferral / active EE | $4,022 | $4,667-13.8% | $6,230-35.4% | $3,192+26.0% |
| Admin fee / account holder | $6,020 | $5,881+2.4% | $9,015-33.2% | $4,297+40.1% |