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 | $101,334 | $50,958+98.9% | $74,550+35.9% | $64,186+57.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.98% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,816 | $1,115+152.5% | $1,961+43.6% | $2,381+18.3% |
| Participant deferral / active EE | $2,363 | $2,301+2.7% | $3,108-24.0% | $3,470-31.9% |
| Admin fee / account holder | $1,160 | $4,223-72.5% | $5,060-77.1% | $4,888-76.3% |