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 | $106,378 | $57,354+85.5% | $83,848+26.9% | $64,186+65.7% |
| Participation rate | 94.9% | 68.6%+26.3pp | 76.1%+18.8pp | 69.6%+25.4pp |
| Annual return | -3.34% | 11.38%-14.7pp | 850.88%-854.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $12,658 | $2,545+397.3% | $3,631+248.6% | $2,381+431.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,320 | $4,046+6.8% | $5,478-21.1% | $4,888-11.6% |