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 | $113,584 | $71,883+58.0% | $86,677+31.0% | $68,494+65.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.24% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,379 | $2,173+55.5% | $2,836+19.1% | $2,596+30.2% |
| Participant deferral / active EE | $5,209 | $3,779+37.9% | $4,656+11.9% | $4,027+29.4% |
| Admin fee / account holder | $8,609 | $6,112+40.9% | $7,493+14.9% | $5,403+59.3% |