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 | $194,491 | $72,404+168.6% | $110,238+76.4% | $64,186+203.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.75% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $7,353 | $2,282+222.3% | $3,826+92.2% | $2,381+208.8% |
| Participant deferral / active EE | $7,106 | $3,469+104.8% | $4,672+52.1% | $3,470+104.8% |
| Admin fee / account holder | $9,586 | $5,664+69.2% | $8,547+12.1% | $4,888+96.1% |