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 | $240,770 | $50,958+372.5% | $74,550+223.0% | $64,186+275.1% |
| Participation rate | 97.3% | 61.1%+36.2pp | 69.1%+28.2pp | 69.6%+27.7pp |
| Annual return | 0.41% | -1.86%+2.3pp | 32.53%-32.1pp | 7.63%-7.2pp |
| Employer contribution / active EE | $32,977 | $1,115+2856.8% | $1,961+1581.7% | $2,381+1285.1% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $29,551 | $4,223+599.8% | $5,060+484.1% | $4,888+504.6% |