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 | $217,049 | $90,590+139.6% | $90,782+139.1% | $135,375+60.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.71% | -3.40%-4.3pp | -3.42%-4.3pp | 519.73%-527.4pp |
| Employer contribution / active EE | $5,557 | $4,352+27.7% | $4,105+35.4% | $4,779+16.3% |
| Participant deferral / active EE | $12,956 | $5,407+139.6% | $5,366+141.5% | $5,609+131.0% |
| Admin fee / account holder | $6,763 | $7,683-12.0% | $5,908+14.5% | $10,827-37.5% |