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 | $132,495 | $61,660+114.9% | $80,019+65.6% | $64,186+106.4% |
| Participation rate | 94.5% | 71.7%+22.9pp | 75.8%+18.7pp | 69.6%+25.0pp |
| Annual return | -5.65% | -0.33%-5.3pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,637 | $1,810+321.8% | $2,468+209.5% | $2,381+220.8% |
| Participant deferral / active EE | $10,405 | $2,968+250.6% | $3,686+182.3% | $3,470+199.9% |
| Admin fee / account holder | $855 | $5,417-84.2% | $6,521-86.9% | $4,888-82.5% |