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 | $227,840 | $90,600+151.5% | $79,464+186.7% | $135,375+68.3% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -2.53% | 977.43%-980.0pp | 718.14%-720.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $13,809 | $3,068+350.1% | $2,800+393.1% | $4,779+189.0% |
| Participant deferral / active EE | $7,809 | $4,050+92.8% | $3,704+110.8% | $5,609+39.2% |
| Admin fee / account holder | $5,126 | $5,907-13.2% | $5,113+0.2% | $10,827-52.7% |