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 | $216,207 | $64,707+234.1% | $112,228+92.6% | $68,494+215.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.30% | -11.40%-4.9pp | 27.45%-43.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $12,751 | $2,746+364.4% | $3,635+250.8% | $2,596+391.1% |
| Participant deferral / active EE | $13,285 | $3,565+272.7% | $4,728+181.0% | $4,027+229.9% |
| Admin fee / account holder | $63,221 | $5,232+1108.3% | $6,410+886.3% | $5,403+1070.2% |