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 | $156,457 | $77,813+101.1% | $123,544+26.6% | $64,186+143.8% |
| Participation rate | 83.8% | 74.7%+9.1pp | 82.3%+1.5pp | 69.6%+14.2pp |
| Annual return | -6.51% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,870 | $3,014+28.4% | $4,628-16.4% | $2,381+62.5% |
| Participant deferral / active EE | $10,371 | $5,240+97.9% | $6,426+61.4% | $3,470+198.9% |
| Admin fee / account holder | $7,473 | $5,519+35.4% | $9,284-19.5% | $4,888+52.9% |