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 | $106,737 | $77,813+37.2% | $123,544-13.6% | $64,186+66.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.67% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,599 | $3,014-13.8% | $4,628-43.8% | $2,381+9.1% |
| Participant deferral / active EE | $5,264 | $5,240+0.5% | $6,426-18.1% | $3,470+51.7% |
| Admin fee / account holder | $10,210 | $5,519+85.0% | $9,284+10.0% | $4,888+108.9% |