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 | $243,279 | $71,883+238.4% | $86,677+180.7% | $68,494+255.2% |
| Participation rate | 93.5% | 72.2%+21.2pp | 76.6%+16.9pp | 67.9%+25.6pp |
| Annual return | 0.32% | 3.52%-3.2pp | 35.91%-35.6pp | -7.84%+8.2pp |
| Employer contribution / active EE | $18,251 | $2,173+740.0% | $2,836+543.5% | $2,596+603.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,763 | $6,112+125.2% | $7,493+83.7% | $5,403+154.7% |