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 7-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 | $202,389 | $82,882+144.2% | $127,761+58.4% | $72,985+177.3% |
| Participation rate | 86.3% | 71.5%+14.8pp | 79.0%+7.3pp | 69.5%+16.8pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,646 | $4,791+122.2% | $6,021+76.8% | $3,607+195.1% |
| Admin fee / account holder | $15,884 | $6,487+144.8% | $9,395+69.1% | $5,124+210.0% |