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 | $219,723 | $100,754+118.1% | $86,677+153.5% | $134,475+63.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.85% | 29.04%-34.9pp | 35.91%-41.8pp | 417.96%-423.8pp |
| Employer contribution / active EE | $2,500 | $3,489-28.3% | $2,836-11.9% | $4,740-47.3% |
| Participant deferral / active EE | $13,649 | $5,338+155.7% | $4,656+193.2% | $6,400+113.3% |
| Admin fee / account holder | $4,797 | $10,926-56.1% | $7,493-36.0% | $11,426-58.0% |