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 | $187,554 | $77,813+141.0% | $123,544+51.8% | $64,186+192.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.13% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,638 | $3,014+20.7% | $4,628-21.4% | $2,381+52.8% |
| Participant deferral / active EE | $9,010 | $5,240+71.9% | $6,426+40.2% | $3,470+159.7% |
| Admin fee / account holder | $965 | $5,519-82.5% | $9,284-89.6% | $4,888-80.3% |