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 | $83,741 | $75,935+10.3% | $60,547+38.3% | $125,391-33.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.88% | -5.38%+6.3pp | 335.64%-334.8pp | 282.22%-281.3pp |
| Employer contribution / active EE | $4,251 | $3,438+23.7% | $2,419+75.7% | $4,866-12.6% |
| Participant deferral / active EE | $1,199 | $4,506-73.4% | $3,328-64.0% | $5,352-77.6% |
| Admin fee / account holder | $22,068 | $6,768+226.1% | $4,536+386.5% | $9,540+131.3% |