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 | $201,514 | $97,044+107.7% | $83,333+141.8% | $135,375+48.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.08% | 12.31%-19.4pp | 10.63%-17.7pp | 519.73%-526.8pp |
| Employer contribution / active EE | $5,871 | $4,143+41.7% | $3,379+73.8% | $4,779+22.9% |
| Participant deferral / active EE | $7,854 | $5,964+31.7% | $5,565+41.1% | $5,609+40.0% |
| Admin fee / account holder | $8,305 | $8,380-0.9% | $7,510+10.6% | $10,827-23.3% |