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 | $89,164 | $43,723+103.9% | $121,196-26.4% | $64,186+38.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -2.59% | 68.91%-71.5pp | 16.93%-19.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,232 | $1,296+149.4% | $4,022-19.6% | $2,381+35.8% |
| Participant deferral / active EE | $7,066 | $2,280+210.0% | $3,344+111.3% | $3,470+103.7% |
| Admin fee / account holder | $5,013 | $3,501+43.2% | $5,019-0.1% | $4,888+2.5% |