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 | $245,391 | $95,193+157.8% | $76,523+220.7% | $135,375+81.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.50% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,431 | $3,302+34.2% | $2,647+67.4% | $4,779-7.3% |
| Participant deferral / active EE | $9,303 | $4,639+100.5% | $3,835+142.5% | $5,609+65.9% |
| Admin fee / account holder | $505 | $6,249-91.9% | $4,848-89.6% | $10,827-95.3% |