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 | $222,311 | $92,222+141.1% | $76,768+189.6% | $135,375+64.2% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -2.22% | 5.46%-7.7pp | 2.43%-4.6pp | 519.73%-522.0pp |
| Employer contribution / active EE | $14,348 | $3,216+346.2% | $2,485+477.3% | $4,779+200.2% |
| Participant deferral / active EE | $3,028 | $4,509-32.8% | $3,852-21.4% | $5,609-46.0% |
| Admin fee / account holder | $41,140 | $10,748+282.8% | $6,675+516.3% | $10,827+280.0% |