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 | $160,992 | $84,527+90.5% | $67,711+137.8% | $125,391+28.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -2.77% | 2.57%-5.3pp | 25.41%-28.2pp | 282.22%-285.0pp |
| Employer contribution / active EE | $12,367 | $3,292+275.7% | $2,559+383.3% | $4,866+154.2% |
| Participant deferral / active EE | $12,483 | $4,429+181.8% | $3,585+248.2% | $5,352+133.3% |
| Admin fee / account holder | $33,929 | $5,340+535.4% | $4,255+697.4% | $9,540+255.6% |