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 | $138,046 | $94,529+46.0% | $140,016-1.4% | $64,186+115.1% |
| Participation rate | 95.2% | 84.1%+11.2pp | 87.5%+7.7pp | 69.6%+25.7pp |
| Annual return | -1.36% | 7.77%-9.1pp | 651.12%-652.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $3,755 | $3,812-1.5% | $5,606-33.0% | $2,381+57.7% |
| Participant deferral / active EE | $3,002 | $5,250-42.8% | $6,927-56.7% | $3,470-13.5% |
| Admin fee / account holder | $15,431 | $6,741+128.9% | $10,705+44.1% | $4,888+215.7% |