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 | $164,900 | $77,813+111.9% | $123,544+33.5% | $64,186+156.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.25% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $10,931 | $3,014+262.7% | $4,628+136.2% | $2,381+359.1% |
| Participant deferral / active EE | $8,803 | $5,240+68.0% | $6,426+37.0% | $3,470+153.7% |
| Admin fee / account holder | $1,037 | $5,519-81.2% | $9,284-88.8% | $4,888-78.8% |