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 | $241,901 | $62,586+286.5% | $76,768+215.1% | $64,186+276.9% |
| Participation rate | 84.2% | 72.8%+11.4pp | 77.0%+7.2pp | 69.6%+14.6pp |
| Annual return | -5.42% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $10,324 | $1,832+463.6% | $2,485+315.4% | $2,381+333.6% |
| Participant deferral / active EE | $7,483 | $3,145+138.0% | $3,852+94.3% | $3,470+115.7% |
| Admin fee / account holder | $42,996 | $4,667+821.3% | $6,675+544.1% | $4,888+779.6% |