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 | $206,228 | $65,703+213.9% | $94,224+118.9% | $59,632+245.8% |
| Participation rate | 80.0% | 72.1%+7.9pp | 78.8%+1.2pp | 68.7%+11.3pp |
| Annual return | -1.30% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,548 | $2,021+26.1% | $3,587-29.0% | $2,203+15.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,971 | $4,264+16.6% | $6,269-20.7% | $4,297+15.7% |