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 | $171,082 | $77,813+119.9% | $123,544+38.5% | $64,186+166.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.50% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,009 | $3,014-0.1% | $4,628-35.0% | $2,381+26.4% |
| Participant deferral / active EE | $6,056 | $5,240+15.6% | $6,426-5.7% | $3,470+74.6% |
| Admin fee / account holder | $457 | $5,519-91.7% | $9,284-95.1% | $4,888-90.6% |