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 | $175,747 | $77,813+125.9% | $123,544+42.3% | $64,186+173.8% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.3%+10.9pp | 69.6%+23.7pp |
| Annual return | -6.48% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,369 | $3,014+11.8% | $4,628-27.2% | $2,381+41.5% |
| Participant deferral / active EE | $8,125 | $5,240+55.1% | $6,426+26.4% | $3,470+134.2% |
| Admin fee / account holder | $29,105 | $5,519+427.4% | $9,284+213.5% | $4,888+495.4% |