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 | $172,808 | $77,813+122.1% | $123,544+39.9% | $64,186+169.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.55% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,456 | $3,014+14.7% | $4,628-25.3% | $2,381+45.2% |
| Participant deferral / active EE | $6,369 | $5,240+21.5% | $6,426-0.9% | $3,470+83.6% |
| Admin fee / account holder | $860 | $5,519-84.4% | $9,284-90.7% | $4,888-82.4% |