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 | $192,194 | $81,900+134.7% | $119,609+60.7% | $68,494+180.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 14.84% | -23.82%+38.7pp | -14.97%+29.8pp | -7.84%+22.7pp |
| Employer contribution / active EE | $24,574 | $2,693+812.4% | $4,232+480.7% | $2,596+846.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,245 | $6,582+55.7% | $10,323-0.8% | $5,403+89.6% |