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 8-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 | $198,878 | $99,032+100.8% | $80,019+148.5% | $135,375+46.9% |
| Participation rate | 94.1% | 78.4%+15.8pp | 75.8%+18.3pp | 82.6%+11.5pp |
| Annual return | 0.13% | 15.39%-15.3pp | 11.22%-11.1pp | 519.73%-519.6pp |
| Employer contribution / active EE | $1,933 | $3,043-36.5% | $2,468-21.7% | $4,779-59.5% |
| Participant deferral / active EE | $6,829 | $4,282+59.5% | $3,686+85.3% | $5,609+21.7% |
| Admin fee / account holder | $17,797 | $10,436+70.5% | $6,521+172.9% | $10,827+64.4% |