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 | $202,575 | $62,586+223.7% | $76,768+163.9% | $64,186+215.6% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -6.66% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $11,723 | $1,832+539.9% | $2,485+371.7% | $2,381+392.4% |
| Participant deferral / active EE | $9,202 | $3,145+192.6% | $3,852+138.9% | $3,470+165.2% |
| Admin fee / account holder | $2,178 | $4,667-53.3% | $6,675-67.4% | $4,888-55.4% |