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 | $204,928 | $99,032+106.9% | $80,019+156.1% | $135,375+51.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.48% | 15.39%-23.9pp | 11.22%-19.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,672 | $3,043-12.2% | $2,468+8.3% | $4,779-44.1% |
| Participant deferral / active EE | $5,569 | $4,282+30.0% | $3,686+51.1% | $5,609-0.7% |
| Admin fee / account holder | $8,621 | $10,436-17.4% | $6,521+32.2% | $10,827-20.4% |