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 | $155,413 | $77,813+99.7% | $123,544+25.8% | $64,186+142.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -4.15% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,318 | $3,014-56.3% | $4,628-71.5% | $2,381-44.6% |
| Participant deferral / active EE | $6,991 | $5,240+33.4% | $6,426+8.8% | $3,470+101.5% |
| Admin fee / account holder | $12,136 | $5,519+119.9% | $9,284+30.7% | $4,888+148.3% |