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 | $215,740 | $85,790+151.5% | $67,313+220.5% | $135,375+59.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.10% | -0.54%-3.6pp | -4.08%0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,092 | $3,487-11.3% | $2,566+20.5% | $4,779-35.3% |
| Participant deferral / active EE | $10,488 | $4,651+125.5% | $3,568+193.9% | $5,609+87.0% |
| Admin fee / account holder | $34,568 | $6,392+440.8% | $4,507+667.0% | $10,827+219.3% |