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 | $132,999 | $77,813+70.9% | $123,544+7.7% | $64,186+107.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.21% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,539 | $3,014+50.6% | $4,628-1.9% | $2,381+90.7% |
| Participant deferral / active EE | $7,950 | $5,240+51.7% | $6,426+23.7% | $3,470+129.1% |
| Admin fee / account holder | $13,358 | $5,519+142.0% | $9,284+43.9% | $4,888+173.3% |