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 | $188,528 | $42,894+339.5% | $60,874+209.7% | $68,494+175.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -8.48% | -13.98%+5.5pp | 16.90%-25.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $11,124 | $1,978+462.4% | $2,701+311.8% | $2,596+328.5% |
| Participant deferral / active EE | $5,032 | $2,867+75.5% | $3,817+31.8% | $4,027+25.0% |
| Admin fee / account holder | $25,391 | $3,101+718.9% | $3,224+687.5% | $5,403+370.0% |