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 | $175,475 | $82,286+113.2% | $68,791+155.1% | $134,475+30.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.30% | -2.19%-18.1pp | -6.38%-13.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $11,824 | $3,301+258.2% | $2,655+345.3% | $4,740+149.5% |
| Participant deferral / active EE | $12,512 | $4,739+164.0% | $3,941+217.5% | $6,400+95.5% |
| Admin fee / account holder | $1,881 | $6,481-71.0% | $4,932-61.9% | $11,426-83.5% |