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 | $193,834 | $92,222+110.2% | $76,768+152.5% | $135,375+43.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.15% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $9,374 | $3,216+191.5% | $2,485+277.2% | $4,779+96.2% |
| Participant deferral / active EE | $6,213 | $4,509+37.8% | $3,852+61.3% | $5,609+10.8% |
| Admin fee / account holder | $3,564 | $10,748-66.8% | $6,675-46.6% | $10,827-67.1% |