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 | $220,166 | $95,193+131.3% | $76,523+187.7% | $135,375+62.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.25% | 4.85%-10.1pp | -0.27%-5.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $14,802 | $3,302+348.2% | $2,647+459.2% | $4,779+209.7% |
| Participant deferral / active EE | $13,515 | $4,639+191.3% | $3,835+252.4% | $5,609+141.0% |
| Admin fee / account holder | $58,672 | $6,249+839.0% | $4,848+1110.2% | $10,827+441.9% |