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 | $208,514 | $82,032+154.2% | $123,104+69.4% | $59,632+249.7% |
| Participation rate | 88.5% | 83.2%+5.3pp | 86.8%+1.7pp | 68.7%+19.8pp |
| Annual return | -0.56% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $4,439 | $3,297+34.6% | $5,151-13.8% | $2,203+101.5% |
| Participant deferral / active EE | $16,958 | $4,667+263.4% | $6,230+172.2% | $3,192+431.3% |
| Admin fee / account holder | $12,804 | $5,881+117.7% | $9,015+42.0% | $4,297+198.0% |