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 | $215,962 | $99,032+118.1% | $80,019+169.9% | $135,375+59.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.96% | 15.39%-19.4pp | 11.22%-15.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $13,082 | $3,043+329.8% | $2,468+430.1% | $4,779+173.8% |
| Participant deferral / active EE | $12,468 | $4,282+191.2% | $3,686+238.3% | $5,609+122.3% |
| Admin fee / account holder | $4,094 | $10,436-60.8% | $6,521-37.2% | $10,827-62.2% |