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 | $108,373 | $77,813+39.3% | $123,544-12.3% | $64,186+68.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.73% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,895 | $3,014+62.4% | $4,628+5.8% | $2,381+105.6% |
| Participant deferral / active EE | $14,749 | $5,240+181.5% | $6,426+129.5% | $3,470+325.1% |
| Admin fee / account holder | $7,831 | $5,519+41.9% | $9,284-15.7% | $4,888+60.2% |