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 7-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 | $133,728 | $79,523+68.2% | $140,016-4.5% | $56,287+137.6% |
| Participation rate | 89.4% | 85.7%+3.7pp | 87.5%+1.9pp | 69.9%+19.5pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.12%-651.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $8,133 | $3,350+142.8% | $5,606+45.1% | $2,111+285.2% |
| Participant deferral / active EE | $12,728 | $5,129+148.2% | $6,927+83.7% | $3,350+280.0% |
| Admin fee / account holder | $15,637 | $614+2445.6% | $10,705+46.1% | $521+2901.8% |