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 | $218,925 | $45,863+377.3% | $77,024+184.2% | $68,494+219.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.79% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $12,704 | $1,650+670.1% | $2,812+351.7% | $2,596+389.3% |
| Participant deferral / active EE | $4,415 | $2,962+49.1% | $4,426-0.3% | $4,027+9.6% |
| Admin fee / account holder | $4,254 | $3,041+39.9% | $5,425-21.6% | $5,403-21.3% |