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 3-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 | $164,776 | $75,828+117.3% | $147,614+11.6% | $59,632+176.3% |
| Participation rate | 89.3% | 71.6%+17.7pp | 84.6%+4.7pp | 68.7%+20.6pp |
| Annual return | 0.66% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $9,166 | $3,485+163.0% | $5,564+64.7% | $2,203+316.1% |
| Participant deferral / active EE | $5,143 | $3,130+64.3% | $4,895+5.1% | $3,192+61.1% |
| Admin fee / account holder | $6,091 | $5,985+1.8% | $11,611-47.5% | $4,297+41.8% |