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 | $100,258 | $57,354+74.8% | $83,848+19.6% | $64,186+56.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.84% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,105 | $2,545+100.6% | $3,631+40.6% | $2,381+114.4% |
| Participant deferral / active EE | $4,254 | $2,993+42.1% | $4,082+4.2% | $3,470+22.6% |
| Admin fee / account holder | $21,435 | $4,046+429.8% | $5,478+291.3% | $4,888+338.5% |