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 | $107,418 | $77,813+38.0% | $123,544-13.1% | $64,186+67.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.53% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $3,361 | $3,014+11.5% | $4,628-27.4% | $2,381+41.2% |
| Participant deferral / active EE | $8,305 | $5,240+58.5% | $6,426+29.3% | $3,470+139.4% |
| Admin fee / account holder | $33,361 | $5,519+504.5% | $9,284+259.3% | $4,888+582.5% |