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 | $233,486 | $92,222+153.2% | $76,768+204.1% | $135,375+72.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.54% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $5,736 | $3,216+78.4% | $2,485+130.8% | $4,779+20.0% |
| Participant deferral / active EE | $10,068 | $4,509+123.3% | $3,852+161.4% | $5,609+79.5% |
| Admin fee / account holder | $2,644 | $10,748-75.4% | $6,675-60.4% | $10,827-75.6% |