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 | $185,329 | $50,958+263.7% | $74,550+148.6% | $64,186+188.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.54% | -1.86%+2.4pp | 32.53%-32.0pp | 7.63%-7.1pp |
| Employer contribution / active EE | $6,592 | $1,115+491.1% | $1,961+236.2% | $2,381+176.9% |
| Participant deferral / active EE | $2,983 | $2,301+29.6% | $3,108-4.0% | $3,470-14.0% |
| Admin fee / account holder | $4,134 | $4,223-2.1% | $5,060-18.3% | $4,888-15.4% |