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 5-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 | $221,043 | $73,867+199.2% | $143,757+53.8% | $68,494+222.7% |
| Participation rate | 85.4% | 66.7%+18.8pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -8.69% | 1.01%-9.7pp | -0.04%-8.6pp | -7.84%-0.8pp |
| Employer contribution / active EE | $13,315 | $3,184+318.2% | $4,951+168.9% | $2,596+412.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $6,141 | $5,755+6.7% | $14,673-58.1% | $5,403+13.7% |