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 | $231,438 | $99,032+133.7% | $80,019+189.2% | $135,375+71.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.34% | 15.39%-17.7pp | 11.22%-13.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $4,275 | $3,043+40.5% | $2,468+73.2% | $4,779-10.5% |
| Participant deferral / active EE | $15,835 | $4,282+269.8% | $3,686+329.6% | $5,609+182.3% |
| Admin fee / account holder | $682 | $10,436-93.5% | $6,521-89.5% | $10,827-93.7% |