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 | $124,959 | $65,435+91.0% | $86,677+44.2% | $66,914+86.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.59% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $7,394 | $2,153+243.4% | $2,836+160.7% | $2,544+190.6% |
| Participant deferral / active EE | $5,473 | $4,100+33.5% | $4,656+17.6% | $4,237+29.2% |
| Admin fee / account holder | $15,881 | $642+2375.4% | $7,493+111.9% | $593+2576.9% |