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 | $89,747 | $57,354+56.5% | $83,848+7.0% | $64,186+39.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.80% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,411 | $2,545-5.3% | $3,631-33.6% | $2,381+1.3% |
| Participant deferral / active EE | $7,918 | $2,993+164.6% | $4,082+94.0% | $3,470+128.2% |
| Admin fee / account holder | $2,984 | $4,046-26.2% | $5,478-45.5% | $4,888-39.0% |