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 | $220,701 | $92,222+139.3% | $76,768+187.5% | $135,375+63.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.60% | 5.46%-8.1pp | 2.43%-5.0pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,636 | $3,216+13.1% | $2,485+46.3% | $4,779-23.9% |
| Participant deferral / active EE | $6,908 | $4,509+53.2% | $3,852+79.4% | $5,609+23.2% |
| Admin fee / account holder | $2,275 | $10,748-78.8% | $6,675-65.9% | $10,827-79.0% |