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 | $208,542 | $69,518+200.0% | $59,878+248.3% | $135,375+54.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.11% | 7.94%-13.1pp | 3.46%-8.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,505 | $3,235+70.2% | $2,722+102.3% | $4,779+15.2% |
| Participant deferral / active EE | $4,228 | $4,206+0.5% | $3,402+24.3% | $5,609-24.6% |
| Admin fee / account holder | $336 | $5,734-94.1% | $3,590-90.7% | $10,827-96.9% |