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 | $140,036 | $77,813+80.0% | $123,544+13.3% | $64,186+118.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.07% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,777 | $3,014+58.5% | $4,628+3.2% | $2,381+100.7% |
| Participant deferral / active EE | $8,513 | $5,240+62.5% | $6,426+32.5% | $3,470+145.4% |
| Admin fee / account holder | $15,897 | $5,519+188.1% | $9,284+71.2% | $4,888+225.2% |