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 | $240,736 | $77,813+209.4% | $123,544+94.9% | $64,186+275.1% |
| Participation rate | 96.1% | 74.7%+21.3pp | 82.3%+13.8pp | 69.6%+26.5pp |
| Annual return | -3.48% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $6,173 | $3,014+104.8% | $4,628+33.4% | $2,381+159.3% |
| Participant deferral / active EE | $7,955 | $5,240+51.8% | $6,426+23.8% | $3,470+129.3% |
| Admin fee / account holder | $5,219 | $5,519-5.4% | $9,284-43.8% | $4,888+6.8% |