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 | $127,816 | $77,813+64.3% | $123,544+3.5% | $64,186+99.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.50% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,758 | $3,014+190.6% | $4,628+89.2% | $2,381+267.8% |
| Participant deferral / active EE | $12,636 | $5,240+141.1% | $6,426+96.6% | $3,470+264.2% |
| Admin fee / account holder | $9,767 | $5,519+77.0% | $9,284+5.2% | $4,888+99.8% |