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 | $203,987 | $43,327+370.8% | $59,878+240.7% | $64,186+217.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.59% | -1.55%-5.0pp | 3.46%-10.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,628 | $2,028-19.7% | $2,722-40.2% | $2,381-31.6% |
| Participant deferral / active EE | $4,047 | $2,546+59.0% | $3,402+19.0% | $3,470+16.7% |
| Admin fee / account holder | $6,552 | $3,005+118.0% | $3,590+82.5% | $4,888+34.0% |