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 | $127,520 | $87,540+45.7% | $75,781+68.3% | $125,391+1.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.63% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $4,615 | $3,930+17.4% | $3,323+38.9% | $4,866-5.2% |
| Participant deferral / active EE | $7,692 | $4,229+81.9% | $3,651+110.6% | $5,352+43.7% |
| Admin fee / account holder | $17,822 | $6,502+174.1% | $5,299+236.3% | $9,540+86.8% |