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 | $117,236 | $77,813+50.7% | $123,544-5.1% | $64,186+82.7% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -1.65% | 12.48%-14.1pp | 119.20%-120.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $6,148 | $3,014+104.0% | $4,628+32.9% | $2,381+158.2% |
| Participant deferral / active EE | $6,203 | $5,240+18.4% | $6,426-3.5% | $3,470+78.8% |
| Admin fee / account holder | $21,545 | $5,519+290.4% | $9,284+132.1% | $4,888+340.8% |