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 | $231,125 | $92,222+150.6% | $76,768+201.1% | $135,375+70.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -3.48% | 5.46%-8.9pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,091 | $3,216-3.9% | $2,485+24.4% | $4,779-35.3% |
| Participant deferral / active EE | $13,253 | $4,509+194.0% | $3,852+244.1% | $5,609+136.3% |
| Admin fee / account holder | $110,251 | $10,748+925.8% | $6,675+1551.7% | $10,827+918.3% |