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 | $125,985 | $77,813+61.9% | $123,544+2.0% | $64,186+96.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.57% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,152 | $3,014-28.6% | $4,628-53.5% | $2,381-9.6% |
| Participant deferral / active EE | $5,270 | $5,240+0.6% | $6,426-18.0% | $3,470+51.9% |
| Admin fee / account holder | $2,013 | $5,519-63.5% | $9,284-78.3% | $4,888-58.8% |