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 | $147,989 | $77,813+90.2% | $123,544+19.8% | $64,186+130.6% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.6pp |
| Annual return | -6.17% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,723 | $3,014+123.1% | $4,628+45.3% | $2,381+182.4% |
| Participant deferral / active EE | $5,861 | $5,240+11.8% | $6,426-8.8% | $3,470+68.9% |
| Admin fee / account holder | $2,440 | $5,519-55.8% | $9,284-73.7% | $4,888-50.1% |