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 | $211,549 | $94,529+123.8% | $140,016+51.1% | $64,186+229.6% |
| Participation rate | 97.7% | 84.1%+13.6pp | 87.5%+10.2pp | 69.6%+28.2pp |
| Annual return | -5.55% | 7.77%-13.3pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,566 | $3,812+46.0% | $5,606-0.7% | $2,381+133.8% |
| Participant deferral / active EE | $17,025 | $5,250+224.3% | $6,927+145.8% | $3,470+390.7% |
| Admin fee / account holder | $2,727 | $6,741-59.5% | $10,705-74.5% | $4,888-44.2% |