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 | $121,194 | $44,873+170.1% | $79,464+52.5% | $56,287+115.3% |
| Participation rate | 90.5% | 68.7%+21.7pp | 73.3%+17.1pp | 69.9%+20.6pp |
| Annual return | -5.55% | 0.81%-6.4pp | 718.14%-723.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,653 | $2,140+24.0% | $2,800-5.3% | $2,111+25.7% |
| Participant deferral / active EE | $5,615 | $2,746+104.5% | $3,704+51.6% | $3,350+67.6% |
| Admin fee / account holder | $5,413 | $418+1193.6% | $5,113+5.9% | $521+939.1% |