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 | $190,273 | $77,813+144.5% | $123,544+54.0% | $64,186+196.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.82% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $5,673 | $3,014+88.2% | $4,628+22.6% | $2,381+138.3% |
| Participant deferral / active EE | $6,183 | $5,240+18.0% | $6,426-3.8% | $3,470+78.2% |
| Admin fee / account holder | $6,867 | $5,519+24.4% | $9,284-26.0% | $4,888+40.5% |