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 | $151,063 | $82,664+82.7% | $125,339+20.5% | $68,494+120.5% |
| Participation rate | 93.2% | 75.0%+18.2pp | 82.4%+10.9pp | 67.9%+25.3pp |
| Annual return | 5.69% | -5.97%+11.7pp | 572.05%-566.4pp | -7.84%+13.5pp |
| Employer contribution / active EE | $12,075 | $3,381+257.2% | $4,814+150.9% | $2,596+365.1% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,245 | $6,275-16.4% | $10,010-47.6% | $5,403-2.9% |