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 | $213,406 | $77,813+174.3% | $123,544+72.7% | $64,186+232.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.65% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,815 | $3,014-6.6% | $4,628-39.2% | $2,381+18.2% |
| Participant deferral / active EE | $6,163 | $5,240+17.6% | $6,426-4.1% | $3,470+77.6% |
| Admin fee / account holder | $27,049 | $5,519+390.1% | $9,284+191.4% | $4,888+453.4% |