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 | $224,093 | $43,327+417.2% | $59,878+274.2% | $64,186+249.1% |
| Participation rate | 97.8% | 69.2%+28.6pp | 74.7%+23.1pp | 69.6%+28.2pp |
| Annual return | -5.75% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $19,586 | $2,028+865.5% | $2,722+619.6% | $2,381+722.6% |
| Participant deferral / active EE | $6,986 | $2,546+174.4% | $3,402+105.3% | $3,470+101.3% |
| Admin fee / account holder | $44,181 | $3,005+1370.2% | $3,590+1130.6% | $4,888+803.9% |