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 | $165,014 | $84,527+95.2% | $67,711+143.7% | $125,391+31.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.95% | 2.57%-4.5pp | 25.41%-27.4pp | 282.22%-284.2pp |
| Employer contribution / active EE | $12,696 | $3,292+285.7% | $2,559+396.1% | $4,866+160.9% |
| Participant deferral / active EE | $9,683 | $4,429+118.6% | $3,585+170.1% | $5,352+80.9% |
| Admin fee / account holder | $9,221 | $5,340+72.7% | $4,255+116.7% | $9,540-3.3% |