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 | $199,782 | $77,813+156.7% | $123,544+61.7% | $64,186+211.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.33% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $9,072 | $3,014+201.0% | $4,628+96.0% | $2,381+281.1% |
| Participant deferral / active EE | $6,131 | $5,240+17.0% | $6,426-4.6% | $3,470+76.7% |
| Admin fee / account holder | $8,462 | $5,519+53.3% | $9,284-8.8% | $4,888+73.1% |