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 | $98,253 | $77,813+26.3% | $123,544-20.5% | $64,186+53.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.95% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $8,896 | $3,014+195.2% | $4,628+92.2% | $2,381+273.7% |
| Participant deferral / active EE | $7,033 | $5,240+34.2% | $6,426+9.5% | $3,470+102.7% |
| Admin fee / account holder | $723 | $5,519-86.9% | $9,284-92.2% | $4,888-85.2% |