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 | $101,405 | $77,813+30.3% | $123,544-17.9% | $64,186+58.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.91% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,211 | $3,014+6.5% | $4,628-30.6% | $2,381+34.9% |
| Participant deferral / active EE | $7,003 | $5,240+33.6% | $6,426+9.0% | $3,470+101.8% |
| Admin fee / account holder | $25,093 | $5,519+354.7% | $9,284+170.3% | $4,888+413.4% |