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 | $103,482 | $92,222+12.2% | $76,768+34.8% | $135,375-23.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.32% | 5.46%-5.8pp | 2.43%-2.7pp | 519.73%-520.1pp |
| Employer contribution / active EE | $11,679 | $3,216+263.2% | $2,485+370.0% | $4,779+144.4% |
| Participant deferral / active EE | $4,380 | $4,509-2.9% | $3,852+13.7% | $5,609-21.9% |
| Admin fee / account holder | $142,960 | $10,748+1230.1% | $6,675+2041.8% | $10,827+1220.4% |