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 | $207,457 | $99,032+109.5% | $80,019+159.3% | $135,375+53.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.96% | 15.39%-18.3pp | 11.22%-14.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $13,588 | $3,043+346.5% | $2,468+450.6% | $4,779+184.3% |
| Participant deferral / active EE | $9,345 | $4,282+118.2% | $3,686+153.5% | $5,609+66.6% |
| Admin fee / account holder | $30,532 | $10,436+192.6% | $6,521+368.2% | $10,827+182.0% |