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 | $163,410 | $94,529+72.9% | $140,016+16.7% | $64,186+154.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.96% | 7.77%-13.7pp | 651.12%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,828 | $3,812+79.1% | $5,606+21.8% | $2,381+186.8% |
| Participant deferral / active EE | $8,839 | $5,250+68.4% | $6,927+27.6% | $3,470+154.8% |
| Admin fee / account holder | $7,655 | $6,741+13.6% | $10,705-28.5% | $4,888+56.6% |