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 | $148,372 | $77,813+90.7% | $123,544+20.1% | $64,186+131.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.15% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,179 | $3,014+5.5% | $4,628-31.3% | $2,381+33.5% |
| Participant deferral / active EE | $7,105 | $5,240+35.6% | $6,426+10.6% | $3,470+104.8% |
| Admin fee / account holder | $16,034 | $5,519+190.5% | $9,284+72.7% | $4,888+228.0% |