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 | $119,164 | $77,813+53.1% | $123,544-3.5% | $64,186+85.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.90% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $7,852 | $3,014+160.5% | $4,628+69.7% | $2,381+229.8% |
| Participant deferral / active EE | $3,614 | $5,240-31.0% | $6,426-43.8% | $3,470+4.2% |
| Admin fee / account holder | $37,992 | $5,519+588.4% | $9,284+309.2% | $4,888+677.2% |