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 | $241,904 | $90,519+167.2% | $93,789+157.9% | $134,475+79.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.57% | -15.72%-3.9pp | -11.33%-8.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $15,921 | $4,343+266.6% | $4,323+268.3% | $4,740+235.9% |
| Participant deferral / active EE | $3,532 | $5,978-40.9% | $6,094-42.0% | $6,400-44.8% |
| Admin fee / account holder | $8,504 | $9,252-8.1% | $7,195+18.2% | $11,426-25.6% |