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 | $243,905 | $94,529+158.0% | $140,016+74.2% | $64,186+280.0% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.1pp | 69.6%+24.0pp |
| Annual return | -6.61% | 7.77%-14.4pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,585 | $3,812+20.3% | $5,606-18.2% | $2,381+92.6% |
| Participant deferral / active EE | $13,579 | $5,250+158.6% | $6,927+96.0% | $3,470+291.4% |
| Admin fee / account holder | $6,280 | $6,741-6.8% | $10,705-41.3% | $4,888+28.5% |