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 | $119,836 | $77,813+54.0% | $123,544-3.0% | $64,186+86.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.44% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $11,211 | $3,014+272.0% | $4,628+142.2% | $2,381+370.9% |
| Participant deferral / active EE | $10,279 | $5,240+96.2% | $6,426+60.0% | $3,470+196.3% |
| Admin fee / account holder | $2,199 | $5,519-60.1% | $9,284-76.3% | $4,888-55.0% |