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 | $101,622 | $57,354+77.2% | $83,848+21.2% | $64,186+58.3% |
| Participation rate | 92.5% | 68.6%+23.9pp | 76.1%+16.4pp | 69.6%+22.9pp |
| Annual return | -5.15% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,534 | $2,545-0.4% | $3,631-30.2% | $2,381+6.4% |
| Participant deferral / active EE | $4,632 | $2,993+54.7% | $4,082+13.5% | $3,470+33.5% |
| Admin fee / account holder | $33,188 | $4,046+720.3% | $5,478+505.8% | $4,888+579.0% |