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 | $144,242 | $67,331+114.2% | $60,874+137.0% | $134,475+7.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.71% | 49.93%-65.6pp | 16.90%-32.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $7,862 | $3,096+153.9% | $2,701+191.0% | $4,740+65.9% |
| Participant deferral / active EE | $4,190 | $4,538-7.7% | $3,817+9.8% | $6,400-34.5% |
| Admin fee / account holder | $4,377 | $4,582-4.5% | $3,224+35.8% | $11,426-61.7% |