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 9-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 | $193,042 | $79,633+142.4% | $93,789+105.8% | $68,494+181.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | 1.57% | -0.10%+1.7pp | -11.33%+12.9pp | -7.84%+9.4pp |
| Employer contribution / active EE | $2,645 | $3,665-27.8% | $4,323-38.8% | $2,596+1.9% |
| Participant deferral / active EE | $6,101 | $5,158+18.3% | $6,094+0.1% | $4,027+51.5% |
| Admin fee / account holder | $24,303 | $6,871+253.7% | $7,195+237.8% | $5,403+349.8% |