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 | $210,977 | $77,813+171.1% | $123,544+70.8% | $64,186+228.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.61% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,266 | $3,014+141.1% | $4,628+57.0% | $2,381+205.2% |
| Participant deferral / active EE | $3,637 | $5,240-30.6% | $6,426-43.4% | $3,470+4.8% |
| Admin fee / account holder | $7,536 | $5,519+36.6% | $9,284-18.8% | $4,888+54.2% |