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 | $213,403 | $92,222+131.4% | $76,768+178.0% | $135,375+57.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -3.54% | 5.46%-9.0pp | 2.43%-6.0pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,719 | $3,216-15.5% | $2,485+9.4% | $4,779-43.1% |
| Participant deferral / active EE | $8,193 | $4,509+81.7% | $3,852+112.7% | $5,609+46.1% |
| Admin fee / account holder | $73,372 | $10,748+582.6% | $6,675+999.2% | $10,827+577.7% |