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 | $133,030 | $77,813+71.0% | $123,544+7.7% | $64,186+107.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.15% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $6,330 | $3,014+110.0% | $4,628+36.8% | $2,381+165.9% |
| Participant deferral / active EE | $12,468 | $5,240+137.9% | $6,426+94.0% | $3,470+259.3% |
| Admin fee / account holder | $2,099 | $5,519-62.0% | $9,284-77.4% | $4,888-57.1% |