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 | $219,188 | $97,044+125.9% | $83,333+163.0% | $135,375+61.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.74% | 12.31%-15.0pp | 10.63%-13.4pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,968 | $4,143-52.5% | $3,379-41.7% | $4,779-58.8% |
| Participant deferral / active EE | $2,287 | $5,964-61.7% | $5,565-58.9% | $5,609-59.2% |
| Admin fee / account holder | $9,257 | $8,380+10.5% | $7,510+23.3% | $10,827-14.5% |