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 | $230,571 | $57,354+302.0% | $83,848+175.0% | $64,186+259.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.70% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $7,141 | $2,545+180.6% | $3,631+96.7% | $2,381+199.9% |
| Participant deferral / active EE | $10,617 | $2,993+254.7% | $4,082+160.1% | $3,470+206.0% |
| Admin fee / account holder | $1,521 | $4,046-62.4% | $5,478-72.2% | $4,888-68.9% |