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 | $222,390 | $59,107+276.2% | $86,436+157.3% | $68,494+224.7% |
| Participation rate | 96.9% | 75.2%+21.6pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -13.54% | -0.23%-13.3pp | 4394.89%-4408.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $5,273 | $2,519+109.3% | $3,769+39.9% | $2,596+103.1% |
| Participant deferral / active EE | $5,089 | $5,901-13.8% | $6,952-26.8% | $4,027+26.4% |
| Admin fee / account holder | $16,953 | $5,637+200.8% | $6,731+151.9% | $5,403+213.8% |