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 | $217,253 | $72,404+200.1% | $110,238+97.1% | $64,186+238.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.31% | -6.29%+2.0pp | 314.74%-319.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,953 | $2,282+160.9% | $3,826+55.6% | $2,381+150.0% |
| Participant deferral / active EE | $8,667 | $3,469+149.8% | $4,672+85.5% | $3,470+149.8% |
| Admin fee / account holder | $29,583 | $5,664+422.3% | $8,547+246.1% | $4,888+505.2% |