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 9-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 | $208,770 | $95,193+119.3% | $76,523+172.8% | $135,375+54.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 4.85%-9.8pp | -0.27%-4.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,122 | $3,302-5.5% | $2,647+17.9% | $4,779-34.7% |
| Participant deferral / active EE | $13,827 | $4,639+198.0% | $3,835+260.5% | $5,609+146.5% |
| Admin fee / account holder | $14,018 | $6,249+124.3% | $4,848+189.1% | $10,827+29.5% |