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 | $163,942 | $64,707+153.4% | $112,228+46.1% | $68,494+139.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.34% | -11.40%-4.9pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,314 | $2,746+93.5% | $3,635+46.2% | $2,596+104.7% |
| Participant deferral / active EE | $5,662 | $3,565+58.8% | $4,728+19.8% | $4,027+40.6% |
| Admin fee / account holder | $32,896 | $5,232+528.7% | $6,410+413.2% | $5,403+508.9% |