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 | $211,941 | $91,911+130.6% | $68,793+208.1% | $135,375+56.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.96% | -8.22%+3.3pp | -4.63%-0.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $19,051 | $3,924+385.5% | $2,625+625.7% | $4,779+298.7% |
| Participant deferral / active EE | $9,371 | $4,315+117.2% | $3,311+183.0% | $5,609+67.1% |
| Admin fee / account holder | $43,266 | $9,240+368.2% | $5,131+743.3% | $10,827+299.6% |