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 | $131,125 | $57,354+128.6% | $83,848+56.4% | $64,186+104.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.15% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,236 | $2,545+27.1% | $3,631-10.9% | $2,381+35.9% |
| Participant deferral / active EE | $9,050 | $2,993+202.4% | $4,082+121.7% | $3,470+160.8% |
| Admin fee / account holder | $12,472 | $4,046+208.3% | $5,478+127.7% | $4,888+155.2% |