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 | $227,445 | $49,280+361.5% | $67,313+237.9% | $64,186+254.4% |
| Participation rate | 98.7% | 60.8%+37.9pp | 69.1%+29.6pp | 69.6%+29.1pp |
| Annual return | -3.31% | -1.39%-1.9pp | -4.08%+0.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $11,381 | $1,668+582.1% | $2,566+343.6% | $2,381+378.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,615 | $3,863+123.0% | $4,507+91.2% | $4,888+76.2% |