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 | $56,308 | $94,529-40.4% | $140,016-59.8% | $64,186-12.3% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | -6.16% | 7.77%-13.9pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,145 | $3,812+34.9% | $5,606-8.2% | $2,381+116.1% |
| Participant deferral / active EE | $9,366 | $5,250+78.4% | $6,927+35.2% | $3,470+169.9% |
| Admin fee / account holder | $11,781 | $6,741+74.8% | $10,705+10.1% | $4,888+141.0% |