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 | $207,769 | $95,193+118.3% | $76,523+171.5% | $135,375+53.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | -5.78% | 4.85%-10.6pp | -0.27%-5.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,319 | $3,302-60.1% | $2,647-50.2% | $4,779-72.4% |
| Participant deferral / active EE | $14,228 | $4,639+206.7% | $3,835+270.9% | $5,609+153.7% |
| Admin fee / account holder | $4,790 | $6,249-23.4% | $4,848-1.2% | $10,827-55.8% |