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 | $134,553 | $71,883+87.2% | $86,677+55.2% | $68,494+96.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.53% | 3.52%-19.1pp | 35.91%-51.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,946 | $2,173+127.6% | $2,836+74.4% | $2,596+90.5% |
| Participant deferral / active EE | $5,314 | $3,779+40.6% | $4,656+14.1% | $4,027+32.0% |
| Admin fee / account holder | $9,462 | $6,112+54.8% | $7,493+26.3% | $5,403+75.1% |