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 | $207,610 | $59,805+247.1% | $79,550+161.0% | $68,494+203.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.26% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $9,421 | $1,505+526.0% | $2,413+290.4% | $2,596+262.9% |
| Participant deferral / active EE | $7,601 | $3,024+151.3% | $3,985+90.7% | $4,027+88.7% |
| Admin fee / account holder | $31,162 | $4,835+544.6% | $6,832+356.1% | $5,403+476.8% |