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 | $180,762 | $77,813+132.3% | $123,544+46.3% | $64,186+181.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.68% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $5,943 | $3,014+97.2% | $4,628+28.4% | $2,381+149.6% |
| Participant deferral / active EE | $8,769 | $5,240+67.4% | $6,426+36.5% | $3,470+152.7% |
| Admin fee / account holder | $5,591 | $5,519+1.3% | $9,284-39.8% | $4,888+14.4% |