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 | $181,981 | $77,813+133.9% | $123,544+47.3% | $64,186+183.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.14% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $9,466 | $3,014+214.1% | $4,628+104.5% | $2,381+297.6% |
| Participant deferral / active EE | $6,940 | $5,240+32.4% | $6,426+8.0% | $3,470+100.0% |
| Admin fee / account holder | $8,031 | $5,519+45.5% | $9,284-13.5% | $4,888+64.3% |