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 | $103,471 | $77,813+33.0% | $123,544-16.2% | $64,186+61.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.46% | 12.48%-18.9pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,327 | $3,014+43.6% | $4,628-6.5% | $2,381+81.7% |
| Participant deferral / active EE | $9,724 | $5,240+85.6% | $6,426+51.3% | $3,470+180.3% |
| Admin fee / account holder | $2,959 | $5,519-46.4% | $9,284-68.1% | $4,888-39.5% |