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 | $96,095 | $71,883+33.7% | $86,677+10.9% | $68,494+40.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.66% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $5,933 | $2,173+173.1% | $2,836+109.2% | $2,596+128.5% |
| Participant deferral / active EE | $6,160 | $3,779+63.0% | $4,656+32.3% | $4,027+53.0% |
| Admin fee / account holder | $8,409 | $6,112+37.6% | $7,493+12.2% | $5,403+55.6% |