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 | $147,241 | $77,813+89.2% | $123,544+19.2% | $64,186+129.4% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -3.43% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $6,381 | $3,014+111.7% | $4,628+37.9% | $2,381+168.0% |
| Participant deferral / active EE | $12,761 | $5,240+143.5% | $6,426+98.6% | $3,470+267.8% |
| Admin fee / account holder | $17,609 | $5,519+219.1% | $9,284+89.7% | $4,888+260.2% |