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 | $211,196 | $64,707+226.4% | $112,228+88.2% | $68,494+208.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.25% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $7,940 | $2,746+189.2% | $3,635+118.5% | $2,596+205.8% |
| Participant deferral / active EE | $3,954 | $3,565+10.9% | $4,728-16.4% | $4,027-1.8% |
| Admin fee / account holder | $3,077 | $5,232-41.2% | $6,410-52.0% | $5,403-43.0% |