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 | $201,323 | $82,032+145.4% | $123,104+63.5% | $59,632+237.6% |
| Participation rate | 96.1% | 83.2%+12.9pp | 86.8%+9.3pp | 68.7%+27.4pp |
| Annual return | -1.89% | 5.12%-7.0pp | 13.22%-15.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $20,624 | $3,297+525.6% | $5,151+300.4% | $2,203+836.3% |
| Participant deferral / active EE | $6,860 | $4,667+47.0% | $6,230+10.1% | $3,192+114.9% |
| Admin fee / account holder | $2,502 | $5,881-57.5% | $9,015-72.2% | $4,297-41.8% |