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 | $107,596 | $50,958+111.1% | $74,550+44.3% | $64,186+67.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.70% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,105 | $1,115+88.7% | $1,961+7.3% | $2,381-11.6% |
| Participant deferral / active EE | $5,006 | $2,301+117.5% | $3,108+61.1% | $3,470+44.3% |
| Admin fee / account holder | $12,959 | $4,223+206.9% | $5,060+156.1% | $4,888+165.1% |