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 | $133,825 | $57,354+133.3% | $83,848+59.6% | $64,186+108.5% |
| Participation rate | 94.0% | 68.6%+25.4pp | 76.1%+17.9pp | 69.6%+24.4pp |
| Annual return | -5.65% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,066 | $2,545+99.0% | $3,631+39.5% | $2,381+112.8% |
| Participant deferral / active EE | $4,394 | $2,993+46.8% | $4,082+7.7% | $3,470+26.7% |
| Admin fee / account holder | $2,691 | $4,046-33.5% | $5,478-50.9% | $4,888-44.9% |