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 5-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 | $213,939 | $77,813+174.9% | $123,544+73.2% | $64,186+233.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.16% | 12.48%-17.6pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,457 | $3,014+47.9% | $4,628-3.7% | $2,381+87.2% |
| Participant deferral / active EE | $14,380 | $5,240+174.4% | $6,426+123.8% | $3,470+314.5% |
| Admin fee / account holder | $9,910 | $5,519+79.6% | $9,284+6.7% | $4,888+102.7% |