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 | $207,607 | $71,883+188.8% | $86,677+139.5% | $68,494+203.1% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -5.99% | 3.52%-9.5pp | 35.91%-41.9pp | -7.84%+1.9pp |
| Employer contribution / active EE | $7,851 | $2,173+261.3% | $2,836+176.8% | $2,596+202.4% |
| Participant deferral / active EE | $5,417 | $3,779+43.3% | $4,656+16.3% | $4,027+34.5% |
| Admin fee / account holder | $24,710 | $6,112+304.3% | $7,493+229.8% | $5,403+357.4% |