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 | $181,863 | $64,707+181.1% | $112,228+62.0% | $68,494+165.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.69% | -11.40%-2.3pp | 27.45%-41.1pp | -7.84%-5.8pp |
| Employer contribution / active EE | $5,856 | $2,746+113.3% | $3,635+61.1% | $2,596+125.5% |
| Participant deferral / active EE | $8,384 | $3,565+135.2% | $4,728+77.3% | $4,027+108.2% |
| Admin fee / account holder | $86,801 | $5,232+1559.0% | $6,410+1254.1% | $5,403+1506.6% |