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 | $248,491 | $73,867+236.4% | $143,757+72.9% | $68,494+262.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.51% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $12,254 | $3,184+284.9% | $4,951+147.5% | $2,596+372.0% |
| Participant deferral / active EE | $11,680 | $3,384+245.1% | $5,637+107.2% | $4,027+190.0% |
| Admin fee / account holder | $19,642 | $5,755+241.3% | $14,673+33.9% | $5,403+263.5% |