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 | $109,173 | $69,518+57.0% | $59,878+82.3% | $135,375-19.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -5.77% | 7.94%-13.7pp | 3.46%-9.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,481 | $3,235+7.6% | $2,722+27.9% | $4,779-27.2% |
| Participant deferral / active EE | $9,520 | $4,206+126.4% | $3,402+179.8% | $5,609+69.7% |
| Admin fee / account holder | $11,686 | $5,734+103.8% | $3,590+225.5% | $10,827+7.9% |