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 | $132,375 | $77,813+70.1% | $123,544+7.1% | $64,186+106.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.79% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,103 | $3,014+3.0% | $4,628-32.9% | $2,381+30.4% |
| Participant deferral / active EE | $5,160 | $5,240-1.5% | $6,426-19.7% | $3,470+48.7% |
| Admin fee / account holder | $5,916 | $5,519+7.2% | $9,284-36.3% | $4,888+21.0% |