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 | $139,200 | $77,813+78.9% | $123,544+12.7% | $64,186+116.9% |
| Participation rate | 91.3% | 74.7%+16.6pp | 82.3%+9.0pp | 69.6%+21.7pp |
| Annual return | -0.34% | 12.48%-12.8pp | 119.20%-119.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $2,398 | $3,014-20.5% | $4,628-48.2% | $2,381+0.7% |
| Participant deferral / active EE | $7,122 | $5,240+35.9% | $6,426+10.8% | $3,470+105.3% |
| Admin fee / account holder | $18,561 | $5,519+236.3% | $9,284+99.9% | $4,888+279.7% |