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 | $239,585 | $94,529+153.5% | $140,016+71.1% | $64,186+273.3% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.8pp |
| Annual return | -3.90% | 7.77%-11.7pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $4,487 | $3,812+17.7% | $5,606-20.0% | $2,381+88.5% |
| Participant deferral / active EE | $13,159 | $5,250+150.6% | $6,927+90.0% | $3,470+279.3% |
| Admin fee / account holder | $15,159 | $6,741+124.9% | $10,705+41.6% | $4,888+210.1% |