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 | $81,449 | $57,354+42.0% | $83,848-2.9% | $64,186+26.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.69% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $10,941 | $2,545+329.9% | $3,631+201.3% | $2,381+359.6% |
| Participant deferral / active EE | $6,304 | $2,993+110.6% | $4,082+54.4% | $3,470+81.7% |
| Admin fee / account holder | $6,491 | $4,046+60.4% | $5,478+18.5% | $4,888+32.8% |