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 | $88,101 | $69,518+26.7% | $59,878+47.1% | $135,375-34.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.43% | 7.94%-14.4pp | 3.46%-9.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,837 | $3,235-12.3% | $2,722+4.2% | $4,779-40.6% |
| Participant deferral / active EE | $5,392 | $4,206+28.2% | $3,402+58.5% | $5,609-3.9% |
| Admin fee / account holder | $3,962 | $5,734-30.9% | $3,590+10.4% | $10,827-63.4% |