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 | $210,612 | $73,867+185.1% | $143,757+46.5% | $68,494+207.5% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -8.80% | 1.01%-9.8pp | -0.04%-8.8pp | -7.84%-1.0pp |
| Employer contribution / active EE | $7,232 | $3,184+127.1% | $4,951+46.1% | $2,596+178.5% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16,761 | $5,755+191.3% | $14,673+14.2% | $5,403+210.2% |