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 | $210,211 | $92,222+127.9% | $76,768+173.8% | $135,375+55.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.75% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $10,817 | $3,216+236.4% | $2,485+335.2% | $4,779+126.3% |
| Participant deferral / active EE | $10,537 | $4,509+133.7% | $3,852+173.6% | $5,609+87.9% |
| Admin fee / account holder | $5,670 | $10,748-47.2% | $6,675-15.1% | $10,827-47.6% |