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 | $107,358 | $211,958-49.3% | $169,463-36.6% | $135,375-20.7% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -5.27% | 3.26%-8.5pp | 1.83%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $13,182 | $5,120+157.5% | $4,159+217.0% | $4,779+175.9% |
| Participant deferral / active EE | $9,167 | $6,075+50.9% | $5,277+73.7% | $5,609+63.4% |
| Admin fee / account holder | $624 | $11,471-94.6% | $9,109-93.2% | $10,827-94.2% |