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 | $244,055 | $77,813+213.6% | $123,544+97.5% | $64,186+280.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.55% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $17,689 | $3,014+486.9% | $4,628+282.2% | $2,381+643.0% |
| Participant deferral / active EE | $12,029 | $5,240+129.6% | $6,426+87.2% | $3,470+246.7% |
| Admin fee / account holder | $27,291 | $5,519+394.5% | $9,284+194.0% | $4,888+458.3% |