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 | $119,078 | $50,958+133.7% | $74,550+59.7% | $64,186+85.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -2.14% | -1.86%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $3,062 | $1,115+174.6% | $1,961+56.2% | $2,381+28.6% |
| Participant deferral / active EE | $8,306 | $2,301+260.9% | $3,108+167.2% | $3,470+139.4% |
| Admin fee / account holder | $6,253 | $4,223+48.1% | $5,060+23.6% | $4,888+27.9% |