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 | $144,398 | $94,529+52.8% | $140,016+3.1% | $64,186+125.0% |
| Participation rate | 85.5% | 84.1%+1.4pp | 87.5%-2.0pp | 69.6%+16.0pp |
| Annual return | -6.12% | 7.77%-13.9pp | 651.12%-657.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,105 | $3,812-18.6% | $5,606-44.6% | $2,381+30.4% |
| Participant deferral / active EE | $7,683 | $5,250+46.3% | $6,927+10.9% | $3,470+121.4% |
| Admin fee / account holder | $1,514 | $6,741-77.5% | $10,705-85.9% | $4,888-69.0% |