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 9-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 | $149,819 | $77,813+92.5% | $123,544+21.3% | $64,186+133.4% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -6.65% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,740 | $3,014+57.3% | $4,628+2.4% | $2,381+99.1% |
| Participant deferral / active EE | $11,830 | $5,240+125.8% | $6,426+84.1% | $3,470+241.0% |
| Admin fee / account holder | $7,283 | $5,519+32.0% | $9,284-21.6% | $4,888+49.0% |