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 | $202,479 | $42,894+372.0% | $60,874+232.6% | $68,494+195.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.55% | -13.98%-0.6pp | 16.90%-31.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $21,977 | $1,978+1011.0% | $2,701+713.5% | $2,596+746.5% |
| Participant deferral / active EE | $6,108 | $2,867+113.1% | $3,817+60.0% | $4,027+51.7% |
| Admin fee / account holder | $8,985 | $3,101+189.8% | $3,224+178.7% | $5,403+66.3% |