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 | $188,504 | $77,813+142.3% | $123,544+52.6% | $64,186+193.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.44% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,774 | $3,014-8.0% | $4,628-40.1% | $2,381+16.5% |
| Participant deferral / active EE | $8,375 | $5,240+59.8% | $6,426+30.3% | $3,470+141.4% |
| Admin fee / account holder | $6,293 | $5,519+14.0% | $9,284-32.2% | $4,888+28.7% |