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 | $107,283 | $77,813+37.9% | $123,544-13.2% | $64,186+67.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.44% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,547 | $3,014+50.9% | $4,628-1.7% | $2,381+91.0% |
| Participant deferral / active EE | $5,697 | $5,240+8.7% | $6,426-11.3% | $3,470+64.2% |
| Admin fee / account holder | $4,314 | $5,519-21.8% | $9,284-53.5% | $4,888-11.8% |