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 | $227,413 | $91,911+147.4% | $68,793+230.6% | $135,375+68.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.44% | -8.22%-0.2pp | -4.63%-3.8pp | 519.73%-528.2pp |
| Employer contribution / active EE | $13,060 | $3,924+232.9% | $2,625+397.5% | $4,779+173.3% |
| Participant deferral / active EE | $10,846 | $4,315+151.3% | $3,311+227.6% | $5,609+93.4% |
| Admin fee / account holder | $2,139 | $9,240-76.8% | $5,131-58.3% | $10,827-80.2% |