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 | $179,955 | $94,529+90.4% | $140,016+28.5% | $64,186+180.4% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.8pp |
| Annual return | -4.37% | 7.77%-12.1pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,150 | $3,812+35.1% | $5,606-8.1% | $2,381+116.3% |
| Participant deferral / active EE | $9,554 | $5,250+82.0% | $6,927+37.9% | $3,470+175.4% |
| Admin fee / account holder | $22,536 | $6,741+234.3% | $10,705+110.5% | $4,888+361.0% |