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 | $142,285 | $42,383+235.7% | $76,523+85.9% | $64,186+121.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 7.15% | -16.54%+23.7pp | -0.27%+7.4pp | 7.63%-0.5pp |
| Employer contribution / active EE | $4,063 | $1,563+159.9% | $2,647+53.5% | $2,381+70.7% |
| Participant deferral / active EE | $7,977 | $2,566+210.8% | $3,835+108.0% | $3,470+129.9% |
| Admin fee / account holder | $16,870 | $3,198+427.5% | $4,848+248.0% | $4,888+245.1% |