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 | $161,528 | $94,529+70.9% | $140,016+15.4% | $64,186+151.7% |
| Participation rate | 96.8% | 84.1%+12.7pp | 87.5%+9.3pp | 69.6%+27.2pp |
| Annual return | -5.25% | 7.77%-13.0pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,482 | $3,812+17.6% | $5,606-20.1% | $2,381+88.2% |
| Participant deferral / active EE | $11,060 | $5,250+110.7% | $6,927+59.7% | $3,470+218.8% |
| Admin fee / account holder | $1,903 | $6,741-71.8% | $10,705-82.2% | $4,888-61.1% |