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 | $127,359 | $77,813+63.7% | $123,544+3.1% | $64,186+98.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.27% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,541 | $3,014-15.7% | $4,628-45.1% | $2,381+6.7% |
| Participant deferral / active EE | $7,975 | $5,240+52.2% | $6,426+24.1% | $3,470+129.8% |
| Admin fee / account holder | $1,451 | $5,519-73.7% | $9,284-84.4% | $4,888-70.3% |