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 | $245,194 | $64,707+278.9% | $112,228+118.5% | $68,494+258.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.65% | -11.40%-2.3pp | 27.45%-41.1pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,406 | $2,746-12.4% | $3,635-33.8% | $2,596-7.3% |
| Participant deferral / active EE | $6,136 | $3,565+72.1% | $4,728+29.8% | $4,027+52.4% |
| Admin fee / account holder | $34,041 | $5,232+550.6% | $6,410+431.1% | $5,403+530.1% |