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 | $247,839 | $92,222+168.7% | $76,768+222.8% | $135,375+83.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.49% | 5.46%-11.0pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $3,142 | $3,216-2.3% | $2,485+26.4% | $4,779-34.3% |
| Participant deferral / active EE | $9,183 | $4,509+103.7% | $3,852+138.4% | $5,609+63.7% |
| Admin fee / account holder | $1,805 | $10,748-83.2% | $6,675-73.0% | $10,827-83.3% |