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 | $137,815 | $69,518+98.2% | $59,878+130.2% | $135,375+1.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.40% | 7.94%-13.3pp | 3.46%-8.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $7,110 | $3,235+119.8% | $2,722+161.2% | $4,779+48.8% |
| Participant deferral / active EE | $3,601 | $4,206-14.4% | $3,402+5.9% | $5,609-35.8% |
| Admin fee / account holder | $11,075 | $5,734+93.1% | $3,590+208.5% | $10,827+2.3% |