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 | $199,073 | $105,860+88.1% | $90,749+119.4% | $134,475+48.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.50% | -11.01%-3.5pp | -12.16%-2.3pp | 417.96%-432.5pp |
| Employer contribution / active EE | $8,435 | $3,462+143.6% | $2,921+188.8% | $4,740+78.0% |
| Participant deferral / active EE | $5,754 | $5,216+10.3% | $4,564+26.1% | $6,400-10.1% |
| Admin fee / account holder | $29,832 | $13,938+114.0% | $8,445+253.3% | $11,426+161.1% |