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 | $53,627 | $77,813-31.1% | $123,544-56.6% | $64,186-16.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.13% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,975 | $3,014+65.1% | $4,628+7.5% | $2,381+109.0% |
| Participant deferral / active EE | $6,400 | $5,240+22.1% | $6,426-0.4% | $3,470+84.5% |
| Admin fee / account holder | $16,048 | $5,519+190.8% | $9,284+72.9% | $4,888+228.3% |