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 | $240,076 | $71,883+234.0% | $86,677+177.0% | $68,494+250.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -6.60% | 3.52%-10.1pp | 35.91%-42.5pp | -7.84%+1.2pp |
| Employer contribution / active EE | $3,456 | $2,173+59.0% | $2,836+21.8% | $2,596+33.1% |
| Participant deferral / active EE | $4,646 | $3,779+23.0% | $4,656-0.2% | $4,027+15.4% |
| Admin fee / account holder | $14,209 | $6,112+132.5% | $7,493+89.6% | $5,403+163.0% |