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 | $89,820 | $49,177+82.6% | $79,464+13.0% | $64,186+39.9% |
| Participation rate | 95.5% | 65.0%+30.4pp | 73.3%+22.1pp | 69.6%+25.9pp |
| Annual return | -3.57% | -1.16%-2.4pp | 718.14%-721.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,743 | $2,076+32.1% | $2,800-2.1% | $2,381+15.2% |
| Participant deferral / active EE | $11,789 | $2,821+317.9% | $3,704+218.3% | $3,470+239.8% |
| Admin fee / account holder | $12,441 | $3,839+224.1% | $5,113+143.3% | $4,888+154.5% |