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 | $85,432 | $57,354+49.0% | $83,848+1.9% | $64,186+33.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.42% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $7,650 | $2,545+200.5% | $3,631+110.7% | $2,381+221.3% |
| Participant deferral / active EE | $7,522 | $2,993+151.3% | $4,082+84.3% | $3,470+116.8% |
| Admin fee / account holder | $3,810 | $4,046-5.8% | $5,478-30.4% | $4,888-22.0% |