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 | $195,626 | $79,633+145.7% | $93,789+108.6% | $68,494+185.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -13.89% | -0.10%-13.8pp | -11.33%-2.6pp | -7.84%-6.0pp |
| Employer contribution / active EE | $7,672 | $3,665+109.3% | $4,323+77.5% | $2,596+195.5% |
| Participant deferral / active EE | $5,544 | $5,158+7.5% | $6,094-9.0% | $4,027+37.7% |
| Admin fee / account holder | $7,687 | $6,871+11.9% | $7,195+6.8% | $5,403+42.3% |