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 | $247,121 | $95,193+159.6% | $76,523+222.9% | $135,375+82.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.51% | 4.85%-10.4pp | -0.27%-5.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,760 | $3,302-46.7% | $2,647-33.5% | $4,779-63.2% |
| Participant deferral / active EE | $4,897 | $4,639+5.5% | $3,835+27.7% | $5,609-12.7% |
| Admin fee / account holder | $31,265 | $6,249+400.4% | $4,848+544.9% | $10,827+188.8% |