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 | $155,032 | $77,813+99.2% | $123,544+25.5% | $64,186+141.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.31% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,903 | $3,014+29.5% | $4,628-15.7% | $2,381+63.9% |
| Participant deferral / active EE | $7,381 | $5,240+40.9% | $6,426+14.9% | $3,470+112.7% |
| Admin fee / account holder | $7,019 | $5,519+27.2% | $9,284-24.4% | $4,888+43.6% |