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 | $209,029 | $47,944+336.0% | $67,834+208.1% | $62,891+232.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 7.04% | 11.77%-4.7pp | 138.47%-131.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $7,816 | $1,562+400.3% | $2,403+225.2% | $2,281+242.7% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,604 | $3,712+24.0% | $4,622-0.4% | $4,296+7.2% |