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 | $242,094 | $57,354+322.1% | $83,848+188.7% | $64,186+277.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.67% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,777 | $2,545+9.1% | $3,631-23.5% | $2,381+16.6% |
| Participant deferral / active EE | $7,506 | $2,993+150.8% | $4,082+83.9% | $3,470+116.4% |
| Admin fee / account holder | $2,168 | $4,046-46.4% | $5,478-60.4% | $4,888-55.6% |