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 | $75,768 | $57,354+32.1% | $83,848-9.6% | $64,186+18.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.60% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,124 | $2,545+22.8% | $3,631-13.9% | $2,381+31.2% |
| Participant deferral / active EE | $5,243 | $2,993+75.2% | $4,082+28.5% | $3,470+51.1% |
| Admin fee / account holder | $4,826 | $4,046+19.3% | $5,478-11.9% | $4,888-1.3% |