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 | $208,960 | $85,790+143.6% | $67,313+210.4% | $135,375+54.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.42% | -0.54%-1.9pp | -4.08%+1.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $3,016 | $3,487-13.5% | $2,566+17.6% | $4,779-36.9% |
| Participant deferral / active EE | $4,215 | $4,651-9.4% | $3,568+18.1% | $5,609-24.9% |
| Admin fee / account holder | $3,713 | $6,392-41.9% | $4,507-17.6% | $10,827-65.7% |