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 | $113,139 | $94,529+19.7% | $140,016-19.2% | $64,186+76.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.81% | 7.77%-13.6pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,636 | $3,812-4.6% | $5,606-35.1% | $2,381+52.7% |
| Participant deferral / active EE | $8,642 | $5,250+64.6% | $6,927+24.8% | $3,470+149.1% |
| Admin fee / account holder | $9,855 | $6,741+46.2% | $10,705-7.9% | $4,888+101.6% |