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 | $147,952 | $77,813+90.1% | $123,544+19.8% | $64,186+130.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.75% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,034 | $3,014+0.7% | $4,628-34.4% | $2,381+27.4% |
| Participant deferral / active EE | $9,569 | $5,240+82.6% | $6,426+48.9% | $3,470+175.8% |
| Admin fee / account holder | $778 | $5,519-85.9% | $9,284-91.6% | $4,888-84.1% |