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 | $103,399 | $94,529+9.4% | $140,016-26.2% | $64,186+61.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.90% | 7.77%-10.7pp | 651.12%-654.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,647 | $3,812+21.9% | $5,606-17.1% | $2,381+95.2% |
| Participant deferral / active EE | $10,091 | $5,250+92.2% | $6,927+45.7% | $3,470+190.8% |
| Admin fee / account holder | $24,990 | $6,741+270.7% | $10,705+133.4% | $4,888+411.2% |