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 | $191,635 | $71,883+166.6% | $86,677+121.1% | $68,494+179.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.65% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,320 | $2,173+144.8% | $2,836+87.6% | $2,596+104.9% |
| Participant deferral / active EE | $10,008 | $3,779+164.9% | $4,656+115.0% | $4,027+148.5% |
| Admin fee / account holder | $29,483 | $6,112+382.4% | $7,493+293.5% | $5,403+445.7% |