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 | $170,205 | $56,484+201.3% | $169,463+0.4% | $64,186+165.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.71% | -1.55%-5.2pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,781 | $1,832+324.6% | $4,159+87.1% | $2,381+226.8% |
| Participant deferral / active EE | $14,314 | $3,448+315.2% | $5,277+171.3% | $3,470+312.6% |
| Admin fee / account holder | $32,772 | $4,174+685.1% | $9,109+259.8% | $4,888+570.5% |