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 | $145,458 | $72,404+100.9% | $110,238+31.9% | $64,186+126.6% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.7pp |
| Annual return | -5.18% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $7,724 | $2,282+238.5% | $3,826+101.8% | $2,381+224.4% |
| Participant deferral / active EE | $4,103 | $3,469+18.3% | $4,672-12.2% | $3,470+18.3% |
| Admin fee / account holder | $3,384 | $5,664-40.3% | $8,547-60.4% | $4,888-30.8% |