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 | $124,722 | $94,529+31.9% | $140,016-10.9% | $64,186+94.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.76% | 7.77%-9.5pp | 651.12%-652.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $4,624 | $3,812+21.3% | $5,606-17.5% | $2,381+94.2% |
| Participant deferral / active EE | $5,666 | $5,250+7.9% | $6,927-18.2% | $3,470+63.3% |
| Admin fee / account holder | $11,923 | $6,741+76.9% | $10,705+11.4% | $4,888+143.9% |