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 | $143,883 | $94,529+52.2% | $140,016+2.8% | $64,186+124.2% |
| Participation rate | 93.9% | 84.1%+9.8pp | 87.5%+6.4pp | 69.6%+24.3pp |
| Annual return | -3.46% | 7.77%-11.2pp | 651.12%-654.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $4,944 | $3,812+29.7% | $5,606-11.8% | $2,381+107.7% |
| Participant deferral / active EE | $7,319 | $5,250+39.4% | $6,927+5.7% | $3,470+110.9% |
| Admin fee / account holder | $9,590 | $6,741+42.3% | $10,705-10.4% | $4,888+96.2% |