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 | $131,159 | $57,354+128.7% | $83,848+56.4% | $64,186+104.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.71% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,433 | $2,545-4.4% | $3,631-33.0% | $2,381+2.2% |
| Participant deferral / active EE | $5,485 | $2,993+83.2% | $4,082+34.4% | $3,470+58.1% |
| Admin fee / account holder | $4,504 | $4,046+11.3% | $5,478-17.8% | $4,888-7.9% |