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 | $165,273 | $94,529+74.8% | $140,016+18.0% | $64,186+157.5% |
| Participation rate | 90.5% | 84.1%+6.4pp | 87.5%+3.0pp | 69.6%+20.9pp |
| Annual return | -1.27% | 7.77%-9.0pp | 651.12%-652.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $12,144 | $3,812+218.5% | $5,606+116.6% | $2,381+410.1% |
| Participant deferral / active EE | $15,677 | $5,250+198.6% | $6,927+126.3% | $3,470+351.8% |
| Admin fee / account holder | $4,389 | $6,741-34.9% | $10,705-59.0% | $4,888-10.2% |