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 | $124,296 | $77,813+59.7% | $123,544+0.6% | $64,186+93.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.89% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,104 | $3,014+135.7% | $4,628+53.5% | $2,381+198.4% |
| Participant deferral / active EE | $6,672 | $5,240+27.3% | $6,426+3.8% | $3,470+92.3% |
| Admin fee / account holder | $30,846 | $5,519+458.9% | $9,284+232.3% | $4,888+531.0% |