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 | $213,990 | $105,860+102.1% | $90,749+135.8% | $134,475+59.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.19% | -11.01%-3.2pp | -12.16%-2.0pp | 417.96%-432.2pp |
| Employer contribution / active EE | $5,574 | $3,462+61.0% | $2,921+90.8% | $4,740+17.6% |
| Participant deferral / active EE | $4,486 | $5,216-14.0% | $4,564-1.7% | $6,400-29.9% |
| Admin fee / account holder | $34,200 | $13,938+145.4% | $8,445+305.0% | $11,426+199.3% |