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 | $154,392 | $77,813+98.4% | $123,544+25.0% | $64,186+140.5% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.3%+14.2pp | 69.6%+26.9pp |
| Annual return | -4.86% | 12.48%-17.3pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,153 | $3,014+4.6% | $4,628-31.9% | $2,381+32.4% |
| Participant deferral / active EE | $6,191 | $5,240+18.2% | $6,426-3.7% | $3,470+78.4% |
| Admin fee / account holder | $723 | $5,519-86.9% | $9,284-92.2% | $4,888-85.2% |