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 | $221,833 | $99,032+124.0% | $80,019+177.2% | $135,375+63.9% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -2.00% | 15.39%-17.4pp | 11.22%-13.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $8,904 | $3,043+192.6% | $2,468+260.8% | $4,779+86.3% |
| Participant deferral / active EE | $3,090 | $4,282-27.8% | $3,686-16.1% | $5,609-44.9% |
| Admin fee / account holder | $11,882 | $10,436+13.9% | $6,521+82.2% | $10,827+9.7% |