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 | $125,085 | $71,883+74.0% | $86,677+44.3% | $68,494+82.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.80% | 3.52%-15.3pp | 35.91%-47.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $5,296 | $2,173+143.8% | $2,836+86.7% | $2,596+104.0% |
| Participant deferral / active EE | $5,728 | $3,779+51.6% | $4,656+23.0% | $4,027+42.2% |
| Admin fee / account holder | $2,123 | $6,112-65.3% | $7,493-71.7% | $5,403-60.7% |