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 | $213,296 | $62,586+240.8% | $76,768+177.8% | $64,186+232.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.97% | -1.95%+11.9pp | 2.43%+7.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $19,186 | $1,832+947.3% | $2,485+672.0% | $2,381+705.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,230 | $4,667-52.2% | $6,675-66.6% | $4,888-54.4% |