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 | $232,950 | $81,900+184.4% | $119,609+94.8% | $68,494+240.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.15% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,665 | $2,693-1.0% | $4,232-37.0% | $2,596+2.7% |
| Participant deferral / active EE | $10,705 | $4,148+158.1% | $5,602+91.1% | $4,027+165.8% |
| Admin fee / account holder | $3,327 | $6,582-49.5% | $10,323-67.8% | $5,403-38.4% |