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 | $204,782 | $62,586+227.2% | $76,768+166.8% | $64,186+219.0% |
| Participation rate | 83.7% | 72.8%+10.9pp | 77.0%+6.8pp | 69.6%+14.2pp |
| Annual return | -2.61% | -1.95%-0.7pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $4,223 | $1,832+130.5% | $2,485+69.9% | $2,381+77.4% |
| Participant deferral / active EE | $10,948 | $3,145+248.1% | $3,852+184.2% | $3,470+215.5% |
| Admin fee / account holder | $691 | $4,667-85.2% | $6,675-89.7% | $4,888-85.9% |