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 | $198,203 | $77,813+154.7% | $123,544+60.4% | $64,186+208.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.72% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $9,947 | $3,014+230.0% | $4,628+114.9% | $2,381+317.8% |
| Participant deferral / active EE | $11,691 | $5,240+123.1% | $6,426+81.9% | $3,470+237.0% |
| Admin fee / account holder | $45,516 | $5,519+724.8% | $9,284+390.3% | $4,888+831.2% |