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 | $206,291 | $85,790+140.5% | $67,313+206.5% | $135,375+52.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.80% | -0.54%-5.3pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,481 | $3,487-28.9% | $2,566-3.3% | $4,779-48.1% |
| Participant deferral / active EE | $14,200 | $4,651+205.3% | $3,568+298.0% | $5,609+153.2% |
| Admin fee / account holder | $898 | $6,392-86.0% | $4,507-80.1% | $10,827-91.7% |