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 | $163,726 | $77,813+110.4% | $123,544+32.5% | $64,186+155.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.13% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,153 | $3,014+71.0% | $4,628+11.4% | $2,381+116.4% |
| Participant deferral / active EE | $7,710 | $5,240+47.1% | $6,426+20.0% | $3,470+122.2% |
| Admin fee / account holder | $20,138 | $5,519+264.9% | $9,284+116.9% | $4,888+312.0% |