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 | $202,093 | $85,790+135.6% | $67,313+200.2% | $135,375+49.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.12% | -0.54%+1.7pp | -4.08%+5.2pp | 519.73%-518.6pp |
| Employer contribution / active EE | $21,000 | $3,487+502.2% | $2,566+718.5% | $4,779+339.4% |
| Participant deferral / active EE | $9,500 | $4,651+104.3% | $3,568+166.2% | $5,609+69.4% |
| Admin fee / account holder | $2,739 | $6,392-57.2% | $4,507-39.2% | $10,827-74.7% |