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 | $171,803 | $77,813+120.8% | $123,544+39.1% | $64,186+167.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.68% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $9,240 | $3,014+206.6% | $4,628+99.7% | $2,381+288.1% |
| Participant deferral / active EE | $3,619 | $5,240-30.9% | $6,426-43.7% | $3,470+4.3% |
| Admin fee / account holder | $9,491 | $5,519+72.0% | $9,284+2.2% | $4,888+94.2% |