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 | $138,613 | $77,813+78.1% | $123,544+12.2% | $64,186+116.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.87% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,283 | $3,014+8.9% | $4,628-29.1% | $2,381+37.9% |
| Participant deferral / active EE | $7,510 | $5,240+43.3% | $6,426+16.9% | $3,470+116.5% |
| Admin fee / account holder | $55,536 | $5,519+906.3% | $9,284+498.2% | $4,888+1036.2% |