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 | $113,076 | $50,958+121.9% | $74,550+51.7% | $64,186+76.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.25% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,939 | $1,115+253.1% | $1,961+100.9% | $2,381+65.4% |
| Participant deferral / active EE | $3,318 | $2,301+44.2% | $3,108+6.8% | $3,470-4.4% |
| Admin fee / account holder | $5,468 | $4,223+29.5% | $5,060+8.1% | $4,888+11.9% |