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 5-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 | $210,966 | $73,004+189.0% | $90,749+132.5% | $68,494+208.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.71% | -13.81%+0.1pp | -12.16%-1.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,616 | $2,193+19.3% | $2,921-10.4% | $2,596+0.7% |
| Participant deferral / active EE | $9,796 | $3,627+170.1% | $4,564+114.6% | $4,027+143.2% |
| Admin fee / account holder | $17,991 | $5,896+205.2% | $8,445+113.0% | $5,403+233.0% |