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 | $113,366 | $77,813+45.7% | $123,544-8.2% | $64,186+76.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.01% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,230 | $3,014-26.0% | $4,628-51.8% | $2,381-6.3% |
| Participant deferral / active EE | $6,751 | $5,240+28.8% | $6,426+5.1% | $3,470+94.6% |
| Admin fee / account holder | $8,052 | $5,519+45.9% | $9,284-13.3% | $4,888+64.7% |