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 | $119,867 | $61,660+94.4% | $80,019+49.8% | $64,186+86.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.11% | -0.33%-4.8pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $6,047 | $1,810+234.0% | $2,468+145.0% | $2,381+154.0% |
| Participant deferral / active EE | $11,353 | $2,968+282.6% | $3,686+208.0% | $3,470+227.2% |
| Admin fee / account holder | $32,969 | $5,417+508.6% | $6,521+405.6% | $4,888+574.5% |