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 | $189,114 | $61,660+206.7% | $80,019+136.3% | $64,186+194.6% |
| Participation rate | 92.0% | 71.7%+20.3pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 0.40% | -0.33%+0.7pp | 11.22%-10.8pp | 7.63%-7.2pp |
| Employer contribution / active EE | $24,893 | $1,810+1275.0% | $2,468+908.7% | $2,381+945.6% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,472 | $5,417-17.4% | $6,521-31.4% | $4,888-8.5% |