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 | $240,200 | $85,790+180.0% | $67,313+256.8% | $135,375+77.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.00% | -0.54%-0.5pp | -4.08%+3.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,192 | $3,487-65.8% | $2,566-53.5% | $4,779-75.0% |
| Participant deferral / active EE | $7,271 | $4,651+56.3% | $3,568+103.8% | $5,609+29.6% |
| Admin fee / account holder | $2,572 | $6,392-59.8% | $4,507-42.9% | $10,827-76.2% |