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 | $155,152 | $77,813+99.4% | $123,544+25.6% | $64,186+141.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.57% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,758 | $3,014-8.5% | $4,628-40.4% | $2,381+15.9% |
| Participant deferral / active EE | $5,779 | $5,240+10.3% | $6,426-10.1% | $3,470+66.6% |
| Admin fee / account holder | $6,225 | $5,519+12.8% | $9,284-32.9% | $4,888+27.3% |