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 | $122,162 | $57,354+113.0% | $83,848+45.7% | $64,186+90.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.79% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,375 | $2,545-6.7% | $3,631-34.6% | $2,381-0.2% |
| Participant deferral / active EE | $6,417 | $2,993+114.4% | $4,082+57.2% | $3,470+84.9% |
| Admin fee / account holder | $3,344 | $4,046-17.3% | $5,478-39.0% | $4,888-31.6% |