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 | $136,794 | $57,354+138.5% | $83,848+63.1% | $64,186+113.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.65% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,019 | $2,545+97.2% | $3,631+38.2% | $2,381+110.8% |
| Participant deferral / active EE | $5,921 | $2,993+97.8% | $4,082+45.1% | $3,470+70.7% |
| Admin fee / account holder | $5,325 | $4,046+31.6% | $5,478-2.8% | $4,888+8.9% |