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 | $200,850 | $54,726+267.0% | $68,793+192.0% | $64,186+212.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.58% | -1.62%-5.0pp | -4.63%-1.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,609 | $1,846+258.0% | $2,625+151.8% | $2,381+177.6% |
| Participant deferral / active EE | $4,957 | $2,626+88.7% | $3,311+49.7% | $3,470+42.9% |
| Admin fee / account holder | $16,237 | $4,027+303.2% | $5,131+216.5% | $4,888+232.2% |