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 | $93,051 | $42,383+119.5% | $76,523+21.6% | $64,186+45.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.79% | -16.54%+8.7pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,780 | $1,563+141.8% | $2,647+42.8% | $2,381+58.8% |
| Participant deferral / active EE | $8,582 | $2,566+234.4% | $3,835+123.8% | $3,470+147.4% |
| Admin fee / account holder | $15,439 | $3,198+382.8% | $4,848+218.4% | $4,888+215.8% |