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 | $122,632 | $86,699+41.4% | $73,307+67.3% | $125,391-2.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.09% | 2.78%-2.9pp | 5.67%-5.8pp | 282.22%-282.3pp |
| Employer contribution / active EE | $7,149 | $4,152+72.2% | $3,237+120.8% | $4,866+46.9% |
| Participant deferral / active EE | $6,511 | $5,550+17.3% | $4,991+30.5% | $5,352+21.7% |
| Admin fee / account holder | $10,602 | $7,771+36.4% | $5,637+88.1% | $9,540+11.1% |