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 | $212,933 | $42,383+402.4% | $76,523+178.3% | $64,186+231.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 8.37% | -16.54%+24.9pp | -0.27%+8.6pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,704 | $1,563+9.0% | $2,647-35.6% | $2,381-28.4% |
| Participant deferral / active EE | $6,555 | $2,566+155.4% | $3,835+70.9% | $3,470+88.9% |
| Admin fee / account holder | $10,757 | $3,198+236.4% | $4,848+121.9% | $4,888+120.1% |