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 | $216,181 | $64,707+234.1% | $112,228+92.6% | $68,494+215.6% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -12.00% | -11.40%-0.6pp | 27.45%-39.4pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,754 | $2,746+0.3% | $3,635-24.2% | $2,596+6.1% |
| Participant deferral / active EE | $9,036 | $3,565+153.5% | $4,728+91.1% | $4,027+124.4% |
| Admin fee / account holder | $48,999 | $5,232+836.5% | $6,410+664.4% | $5,403+806.9% |