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 | $207,663 | $95,862+116.6% | $79,550+161.0% | $134,475+54.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.38% | -2.69%-14.7pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,923 | $3,128+57.4% | $2,413+104.0% | $4,740+3.9% |
| Participant deferral / active EE | $7,521 | $4,693+60.3% | $3,985+88.7% | $6,400+17.5% |
| Admin fee / account holder | $10,107 | $9,126+10.8% | $6,832+47.9% | $11,426-11.5% |