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 | $199,863 | $81,900+144.0% | $119,609+67.1% | $68,494+191.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.54% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,549 | $2,693+68.9% | $4,232+7.5% | $2,596+75.2% |
| Participant deferral / active EE | $4,678 | $4,148+12.8% | $5,602-16.5% | $4,027+16.2% |
| Admin fee / account holder | $4,402 | $6,582-33.1% | $10,323-57.4% | $5,403-18.5% |