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 | $124,055 | $57,354+116.3% | $83,848+48.0% | $64,186+93.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.04% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,333 | $2,545+31.0% | $3,631-8.2% | $2,381+40.0% |
| Participant deferral / active EE | $2,146 | $2,993-28.3% | $4,082-47.4% | $3,470-38.1% |
| Admin fee / account holder | $4,040 | $4,046-0.1% | $5,478-26.2% | $4,888-17.3% |