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 | $205,436 | $87,540+134.7% | $75,781+171.1% | $125,391+63.8% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | 0.72% | 13.48%-12.8pp | 9.68%-9.0pp | 282.22%-281.5pp |
| Employer contribution / active EE | $8,358 | $3,930+112.7% | $3,323+151.5% | $4,866+71.8% |
| Participant deferral / active EE | $6,933 | $4,229+63.9% | $3,651+89.9% | $5,352+29.6% |
| Admin fee / account holder | $1,018 | $6,502-84.3% | $5,299-80.8% | $9,540-89.3% |