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 | $233,536 | $71,480+226.7% | $90,782+157.2% | $64,186+263.8% |
| Participation rate | 75.7% | 77.6%-1.9pp | 82.7%-7.0pp | 69.6%+6.1pp |
| Annual return | -5.64% | -4.25%-1.4pp | -3.42%-2.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $11,696 | $3,415+242.5% | $4,105+184.9% | $2,381+391.3% |
| Participant deferral / active EE | $11,696 | $4,302+171.9% | $5,366+118.0% | $3,470+237.1% |
| Admin fee / account holder | $15,202 | $6,309+141.0% | $5,908+157.3% | $4,888+211.0% |