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 | $103,345 | $77,813+32.8% | $123,544-16.3% | $64,186+61.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.19% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,769 | $3,014+58.2% | $4,628+3.1% | $2,381+100.3% |
| Participant deferral / active EE | $7,091 | $5,240+35.3% | $6,426+10.4% | $3,470+104.4% |
| Admin fee / account holder | $19,927 | $5,519+261.1% | $9,284+114.6% | $4,888+307.7% |