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 | $215,225 | $90,519+137.8% | $93,789+129.5% | $134,475+60.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.46% | -15.72%-1.7pp | -11.33%-6.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $12,734 | $4,343+193.2% | $4,323+194.6% | $4,740+168.7% |
| Participant deferral / active EE | $8,665 | $5,978+44.9% | $6,094+42.2% | $6,400+35.4% |
| Admin fee / account holder | $110,728 | $9,252+1096.8% | $7,195+1439.0% | $11,426+869.1% |