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 | $185,514 | $45,863+304.5% | $77,024+140.9% | $68,494+170.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.12% | 1.72%-18.8pp | 42.32%-59.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,312 | $1,650+100.7% | $2,812+17.8% | $2,596+27.5% |
| Participant deferral / active EE | $8,097 | $2,962+173.3% | $4,426+82.9% | $4,027+101.0% |
| Admin fee / account holder | $7,648 | $3,041+151.5% | $5,425+41.0% | $5,403+41.6% |