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 | $138,025 | $94,529+46.0% | $140,016-1.4% | $64,186+115.0% |
| Participation rate | 81.6% | 84.1%-2.5pp | 87.5%-5.9pp | 69.6%+12.0pp |
| Annual return | -4.79% | 7.77%-12.6pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,757 | $3,812+77.2% | $5,606+20.5% | $2,381+183.8% |
| Participant deferral / active EE | $15,289 | $5,250+191.2% | $6,927+120.7% | $3,470+340.7% |
| Admin fee / account holder | $1,518 | $6,741-77.5% | $10,705-85.8% | $4,888-68.9% |