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 | $212,945 | $99,032+115.0% | $80,019+166.1% | $135,375+57.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -0.30% | 15.39%-15.7pp | 11.22%-11.5pp | 519.73%-520.0pp |
| Employer contribution / active EE | $3,968 | $3,043+30.4% | $2,468+60.8% | $4,779-17.0% |
| Participant deferral / active EE | $5,250 | $4,282+22.6% | $3,686+42.4% | $5,609-6.4% |
| Admin fee / account holder | $26,424 | $10,436+153.2% | $6,521+305.2% | $10,827+144.1% |