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 | $197,466 | $57,354+244.3% | $83,848+135.5% | $64,186+207.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.72% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,888 | $2,545+170.6% | $3,631+89.7% | $2,381+189.3% |
| Participant deferral / active EE | $6,789 | $2,993+126.8% | $4,082+66.3% | $3,470+95.7% |
| Admin fee / account holder | $2,455 | $4,046-39.3% | $5,478-55.2% | $4,888-49.8% |