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 6-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 | $100,433 | $77,813+29.1% | $123,544-18.7% | $64,186+56.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.28% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $8,389 | $3,014+178.4% | $4,628+81.3% | $2,381+252.4% |
| Participant deferral / active EE | $8,555 | $5,240+63.3% | $6,426+33.1% | $3,470+146.6% |
| Admin fee / account holder | $4,614 | $5,519-16.4% | $9,284-50.3% | $4,888-5.6% |