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 | $215,661 | $94,529+128.1% | $140,016+54.0% | $64,186+236.0% |
| Participation rate | 94.6% | 84.1%+10.5pp | 87.5%+7.1pp | 69.6%+25.0pp |
| Annual return | -5.49% | 7.77%-13.3pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,984 | $3,812+30.7% | $5,606-11.1% | $2,381+109.4% |
| Participant deferral / active EE | $14,986 | $5,250+185.4% | $6,927+116.3% | $3,470+331.9% |
| Admin fee / account holder | $581 | $6,741-91.4% | $10,705-94.6% | $4,888-88.1% |