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 | $210,814 | $95,862+119.9% | $79,550+165.0% | $134,475+56.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.75% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $10,000 | $3,128+219.7% | $2,413+314.4% | $4,740+111.0% |
| Participant deferral / active EE | $5,212 | $4,693+11.1% | $3,985+30.8% | $6,400-18.6% |
| Admin fee / account holder | $2,670 | $9,126-70.7% | $6,832-60.9% | $11,426-76.6% |