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 | $202,145 | $54,726+269.4% | $68,793+193.8% | $64,186+214.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.08% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,543 | $1,846+37.7% | $2,625-3.1% | $2,381+6.8% |
| Participant deferral / active EE | $11,602 | $2,626+341.8% | $3,311+250.4% | $3,470+234.4% |
| Admin fee / account holder | $33,904 | $4,027+741.9% | $5,131+560.8% | $4,888+593.6% |