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 | $108,131 | $77,813+39.0% | $123,544-12.5% | $64,186+68.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.01% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,597 | $3,014+19.3% | $4,628-22.3% | $2,381+51.1% |
| Participant deferral / active EE | $10,929 | $5,240+108.6% | $6,426+70.1% | $3,470+215.0% |
| Admin fee / account holder | $1,292 | $5,519-76.6% | $9,284-86.1% | $4,888-73.6% |