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 | $108,818 | $77,813+39.8% | $123,544-11.9% | $64,186+69.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.49% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $6,940 | $3,014+130.3% | $4,628+50.0% | $2,381+191.5% |
| Participant deferral / active EE | $6,899 | $5,240+31.7% | $6,426+7.4% | $3,470+98.8% |
| Admin fee / account holder | $2,579 | $5,519-53.3% | $9,284-72.2% | $4,888-47.2% |