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 | $124,120 | $71,883+72.7% | $86,677+43.2% | $68,494+81.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.24% | 3.52%-9.8pp | 35.91%-42.2pp | -7.84%+1.6pp |
| Employer contribution / active EE | $3,301 | $2,173+51.9% | $2,836+16.4% | $2,596+27.1% |
| Participant deferral / active EE | $8,093 | $3,779+114.2% | $4,656+73.8% | $4,027+101.0% |
| Admin fee / account holder | $25,852 | $6,112+323.0% | $7,493+245.0% | $5,403+378.5% |