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 | $216,645 | $77,813+178.4% | $123,544+75.4% | $64,186+237.5% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -4.18% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,331 | $3,014+43.7% | $4,628-6.4% | $2,381+81.9% |
| Participant deferral / active EE | $7,943 | $5,240+51.6% | $6,426+23.6% | $3,470+128.9% |
| Admin fee / account holder | $5,460 | $5,519-1.1% | $9,284-41.2% | $4,888+11.7% |