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 | $151,637 | $77,813+94.9% | $123,544+22.7% | $64,186+136.2% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.3%+10.7pp | 69.6%+23.4pp |
| Annual return | -4.01% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,250 | $3,014+7.8% | $4,628-29.8% | $2,381+36.5% |
| Participant deferral / active EE | $7,847 | $5,240+49.8% | $6,426+22.1% | $3,470+126.2% |
| Admin fee / account holder | $40,002 | $5,519+624.9% | $9,284+330.9% | $4,888+718.4% |