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 | $100,881 | $77,813+29.6% | $123,544-18.3% | $64,186+57.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.17% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $5,998 | $3,014+99.0% | $4,628+29.6% | $2,381+151.9% |
| Participant deferral / active EE | $5,631 | $5,240+7.5% | $6,426-12.4% | $3,470+62.3% |
| Admin fee / account holder | $4,714 | $5,519-14.6% | $9,284-49.2% | $4,888-3.6% |