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 6-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 | $124,059 | $82,032+51.2% | $123,104+0.8% | $59,632+108.0% |
| Participation rate | 97.9% | 83.2%+14.7pp | 86.8%+11.1pp | 68.7%+29.2pp |
| Annual return | -0.10% | 5.12%-5.2pp | 13.22%-13.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $7,889 | $3,297+139.3% | $5,151+53.2% | $2,203+258.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,728 | $5,881+14.4% | $9,015-25.4% | $4,297+56.6% |