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 | $168,685 | $86,699+94.6% | $73,307+130.1% | $125,391+34.5% |
| Participation rate | 93.8% | 78.6%+15.1pp | 74.9%+18.8pp | 83.2%+10.6pp |
| Annual return | 0.16% | 2.78%-2.6pp | 5.67%-5.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $7,804 | $4,152+88.0% | $3,237+141.1% | $4,866+60.4% |
| Participant deferral / active EE | $19,273 | $5,550+247.3% | $4,991+286.1% | $5,352+260.1% |
| Admin fee / account holder | $632 | $7,771-91.9% | $5,637-88.8% | $9,540-93.4% |