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 | $180,643 | $84,527+113.7% | $67,711+166.8% | $125,391+44.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.14% | 2.57%-3.7pp | 25.41%-26.6pp | 282.22%-283.4pp |
| Employer contribution / active EE | $7,492 | $3,292+127.6% | $2,559+192.7% | $4,866+54.0% |
| Participant deferral / active EE | $7,596 | $4,429+71.5% | $3,585+111.9% | $5,352+41.9% |
| Admin fee / account holder | $10,426 | $5,340+95.2% | $4,255+145.0% | $9,540+9.3% |