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 | $190,522 | $77,813+144.8% | $123,544+54.2% | $64,186+196.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.68% | 12.48%-14.2pp | 119.20%-120.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $5,630 | $3,014+86.8% | $4,628+21.7% | $2,381+136.5% |
| Participant deferral / active EE | $7,587 | $5,240+44.8% | $6,426+18.1% | $3,470+118.7% |
| Admin fee / account holder | $54,078 | $5,519+879.9% | $9,284+482.5% | $4,888+1006.3% |