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 | $87,437 | $43,723+100.0% | $121,196-27.9% | $64,186+36.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -5.91% | 68.91%-74.8pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,126 | $1,296+295.4% | $4,022+27.5% | $2,381+115.3% |
| Participant deferral / active EE | $4,634 | $2,280+103.3% | $3,344+38.6% | $3,470+33.6% |
| Admin fee / account holder | $5,904 | $3,501+68.6% | $5,019+17.6% | $4,888+20.8% |