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 | $168,257 | $94,529+78.0% | $140,016+20.2% | $64,186+162.1% |
| Participation rate | 75.9% | 84.1%-8.2pp | 87.5%-11.6pp | 69.6%+6.3pp |
| Annual return | -5.82% | 7.77%-13.6pp | 651.12%-656.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,925 | $3,812-23.3% | $5,606-47.8% | $2,381+22.9% |
| Participant deferral / active EE | $7,621 | $5,250+45.2% | $6,927+10.0% | $3,470+119.7% |
| Admin fee / account holder | $1,204 | $6,741-82.1% | $10,705-88.8% | $4,888-75.4% |