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 | $235,681 | $54,726+330.7% | $68,793+242.6% | $64,186+267.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.59% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,188 | $1,846-35.6% | $2,625-54.7% | $2,381-50.1% |
| Participant deferral / active EE | $7,750 | $2,626+195.1% | $3,311+134.1% | $3,470+123.4% |
| Admin fee / account holder | $22,578 | $4,027+460.7% | $5,131+340.1% | $4,888+361.9% |