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 | $232,402 | $77,813+198.7% | $123,544+88.1% | $64,186+262.1% |
| Participation rate | 93.2% | 74.7%+18.4pp | 82.3%+10.9pp | 69.6%+23.6pp |
| Annual return | -3.29% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,037 | $5,240+34.3% | $6,426+9.5% | $3,470+102.8% |
| Admin fee / account holder | $7,003 | $5,519+26.9% | $9,284-24.6% | $4,888+43.3% |