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 | $213,109 | $61,660+245.6% | $80,019+166.3% | $64,186+232.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -6.58% | -0.33%-6.2pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,679 | $1,810+268.9% | $2,468+170.7% | $2,381+180.6% |
| Participant deferral / active EE | $6,636 | $2,968+123.6% | $3,686+80.0% | $3,470+91.3% |
| Admin fee / account holder | $21,676 | $5,417+300.1% | $6,521+232.4% | $4,888+343.4% |