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 | $234,260 | $140,588+66.6% | $123,104+90.3% | $125,391+86.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.18% | 16.80%-16.6pp | 13.22%-13.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $6,962 | $6,041+15.2% | $5,151+35.2% | $4,866+43.1% |
| Participant deferral / active EE | $8,325 | $6,980+19.3% | $6,230+33.6% | $5,352+55.6% |
| Admin fee / account holder | $9,138 | $11,198-18.4% | $9,015+1.4% | $9,540-4.2% |