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 | $233,177 | $48,265+383.1% | $68,791+239.0% | $68,494+240.4% |
| Participation rate | 94.7% | 60.7%+34.1pp | 69.0%+25.7pp | 67.9%+26.8pp |
| Annual return | -14.93% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $21,652 | $1,829+1084.1% | $2,655+715.5% | $2,596+734.0% |
| Participant deferral / active EE | $12,654 | $2,867+341.4% | $3,941+221.1% | $4,027+214.2% |
| Admin fee / account holder | $10,260 | $4,355+135.6% | $4,932+108.0% | $5,403+89.9% |