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 | $232,802 | $71,883+223.9% | $86,677+168.6% | $68,494+239.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.39% | 3.52%-15.9pp | 35.91%-48.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,282 | $2,173+51.0% | $2,836+15.7% | $2,596+26.4% |
| Participant deferral / active EE | $7,099 | $3,779+87.9% | $4,656+52.5% | $4,027+76.3% |
| Admin fee / account holder | $5,069 | $6,112-17.1% | $7,493-32.3% | $5,403-6.2% |