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 | $150,976 | $92,222+63.7% | $76,768+96.7% | $135,375+11.5% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -4.02% | 5.46%-9.5pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $8,469 | $3,216+163.3% | $2,485+240.8% | $4,779+77.2% |
| Participant deferral / active EE | $4,408 | $4,509-2.2% | $3,852+14.4% | $5,609-21.4% |
| Admin fee / account holder | $15,117 | $10,748+40.6% | $6,675+126.5% | $10,827+39.6% |