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 | $196,115 | $81,900+139.5% | $119,609+64.0% | $68,494+186.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.30% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $7,341 | $2,693+172.5% | $4,232+73.5% | $2,596+182.7% |
| Participant deferral / active EE | $11,195 | $4,148+169.9% | $5,602+99.8% | $4,027+178.0% |
| Admin fee / account holder | $935 | $6,582-85.8% | $10,323-90.9% | $5,403-82.7% |