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 | $193,609 | $92,222+109.9% | $76,768+152.2% | $135,375+43.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 5.46%-13.3pp | 2.43%-10.2pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,998 | $3,216-37.9% | $2,485-19.6% | $4,779-58.2% |
| Participant deferral / active EE | $5,647 | $4,509+25.3% | $3,852+46.6% | $5,609+0.7% |
| Admin fee / account holder | $2,017 | $10,748-81.2% | $6,675-69.8% | $10,827-81.4% |