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 | $146,425 | $77,813+88.2% | $123,544+18.5% | $64,186+128.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.03% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,920 | $3,014+129.6% | $4,628+49.5% | $2,381+190.7% |
| Participant deferral / active EE | $8,031 | $5,240+53.3% | $6,426+25.0% | $3,470+131.5% |
| Admin fee / account holder | $3,368 | $5,519-39.0% | $9,284-63.7% | $4,888-31.1% |