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 | $247,926 | $62,586+296.1% | $76,768+223.0% | $64,186+286.3% |
| Participation rate | 94.4% | 72.8%+21.6pp | 77.0%+17.5pp | 69.6%+24.9pp |
| Annual return | -4.02% | -1.95%-2.1pp | 2.43%-6.4pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,950 | $1,832+115.6% | $2,485+58.9% | $2,381+65.9% |
| Participant deferral / active EE | $13,472 | $3,145+328.4% | $3,852+249.8% | $3,470+288.3% |
| Admin fee / account holder | $114,996 | $4,667+2364.1% | $6,675+1622.8% | $4,888+2252.6% |