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 | $117,776 | $77,813+51.4% | $123,544-4.7% | $64,186+83.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.05% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $7,967 | $3,014+164.3% | $4,628+72.2% | $2,381+234.6% |
| Participant deferral / active EE | $9,007 | $5,240+71.9% | $6,426+40.2% | $3,470+159.6% |
| Admin fee / account holder | $4,521 | $5,519-18.1% | $9,284-51.3% | $4,888-7.5% |