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 | $238,236 | $107,791+121.0% | $90,645+162.8% | $135,375+76.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.15% | -0.90%-5.2pp | 1.88%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,974 | $3,018-1.5% | $2,532+17.5% | $4,779-37.8% |
| Participant deferral / active EE | $8,786 | $3,872+126.9% | $3,425+156.6% | $5,609+56.6% |
| Admin fee / account holder | $7,831 | $5,930+32.1% | $4,994+56.8% | $10,827-27.7% |