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 | $158,880 | $77,813+104.2% | $123,544+28.6% | $64,186+147.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.07% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,427 | $3,014+13.7% | $4,628-25.9% | $2,381+44.0% |
| Participant deferral / active EE | $11,801 | $5,240+125.2% | $6,426+83.7% | $3,470+240.1% |
| Admin fee / account holder | $23,027 | $5,519+317.3% | $9,284+148.0% | $4,888+371.1% |