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 | $224,516 | $42,383+429.7% | $76,523+193.4% | $64,186+249.8% |
| Participation rate | 96.9% | 58.1%+38.7pp | 68.0%+28.9pp | 69.6%+27.3pp |
| Annual return | -3.66% | -16.54%+12.9pp | -0.27%-3.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $9,491 | $1,563+507.1% | $2,647+258.5% | $2,381+298.6% |
| Participant deferral / active EE | $5,419 | $2,566+111.2% | $3,835+41.3% | $3,470+56.2% |
| Admin fee / account holder | $7,891 | $3,198+146.8% | $4,848+62.8% | $4,888+61.4% |