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 | $158,189 | $83,427+89.6% | $115,756+36.7% | $68,494+131.0% |
| Participation rate | 92.5% | 71.9%+20.6pp | 77.1%+15.4pp | 67.9%+24.6pp |
| Annual return | -16.08% | -10.95%-5.1pp | 143.14%-159.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,744 | $3,075+54.3% | $3,793+25.1% | $2,596+82.7% |
| Participant deferral / active EE | $11,205 | $5,355+109.2% | $6,254+79.2% | $4,027+178.2% |
| Admin fee / account holder | $16,229 | $5,708+184.3% | $8,124+99.8% | $5,403+200.4% |