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 | $145,650 | $77,813+87.2% | $123,544+17.9% | $64,186+126.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.54% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,392 | $3,014-20.7% | $4,628-48.3% | $2,381+0.4% |
| Participant deferral / active EE | $6,864 | $5,240+31.0% | $6,426+6.8% | $3,470+97.8% |
| Admin fee / account holder | $4,703 | $5,519-14.8% | $9,284-49.3% | $4,888-3.8% |