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 | $225,099 | $64,707+247.9% | $112,228+100.6% | $68,494+228.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.89% | -11.40%-6.5pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $7,416 | $2,746+170.1% | $3,635+104.0% | $2,596+185.6% |
| Participant deferral / active EE | $5,363 | $3,565+50.5% | $4,728+13.4% | $4,027+33.2% |
| Admin fee / account holder | $26,191 | $5,232+400.6% | $6,410+308.6% | $5,403+384.8% |