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 | $132,524 | $71,883+84.4% | $86,677+52.9% | $68,494+93.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.88% | 3.52%-15.4pp | 35.91%-47.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $9,139 | $2,173+320.6% | $2,836+222.2% | $2,596+252.0% |
| Participant deferral / active EE | $4,178 | $3,779+10.6% | $4,656-10.3% | $4,027+3.8% |
| Admin fee / account holder | $1,268 | $6,112-79.2% | $7,493-83.1% | $5,403-76.5% |