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 | $203,532 | $64,707+214.5% | $112,228+81.4% | $68,494+197.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.84% | -11.40%-1.4pp | 27.45%-40.3pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,372 | $2,746+59.2% | $3,635+20.3% | $2,596+68.4% |
| Participant deferral / active EE | $6,175 | $3,565+73.2% | $4,728+30.6% | $4,027+53.3% |
| Admin fee / account holder | $23,931 | $5,232+357.4% | $6,410+273.3% | $5,403+342.9% |