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 | $190,164 | $54,229+250.7% | $70,092+171.3% | $68,494+177.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.40% | -13.87%-1.5pp | 190.73%-206.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $6,383 | $2,018+216.3% | $2,559+149.5% | $2,596+145.9% |
| Participant deferral / active EE | $5,351 | $2,956+81.0% | $3,849+39.0% | $4,027+32.9% |
| Admin fee / account holder | $4,961 | $4,694+5.7% | $6,267-20.8% | $5,403-8.2% |