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 | $106,221 | $77,813+36.5% | $123,544-14.0% | $64,186+65.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.10% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $9,175 | $3,014+204.4% | $4,628+98.3% | $2,381+285.4% |
| Participant deferral / active EE | $10,091 | $5,240+92.6% | $6,426+57.1% | $3,470+190.9% |
| Admin fee / account holder | $9,282 | $5,519+68.2% | $9,2840% | $4,888+89.9% |