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 | $216,997 | $71,883+201.9% | $86,677+150.4% | $68,494+216.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.58% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,093 | $2,173+42.4% | $2,836+9.1% | $2,596+19.1% |
| Participant deferral / active EE | $6,600 | $3,779+74.7% | $4,656+41.8% | $4,027+63.9% |
| Admin fee / account holder | $1,629 | $6,112-73.3% | $7,493-78.3% | $5,403-69.8% |