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 | $203,198 | $50,958+298.8% | $74,550+172.6% | $64,186+216.6% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.1%+26.9pp | 69.6%+26.4pp |
| Annual return | 7.04% | -1.86%+8.9pp | 32.53%-25.5pp | 7.63%-0.6pp |
| Employer contribution / active EE | $4,146 | $1,115+271.8% | $1,961+111.4% | $2,381+74.2% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $43,489 | $4,223+929.9% | $5,060+759.6% | $4,888+789.7% |