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 | $235,955 | $113,935+107.1% | $94,224+150.4% | $125,391+88.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.46% | 5.29%-7.7pp | 10.68%-13.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $15,098 | $4,727+219.4% | $3,587+321.0% | $4,866+210.3% |
| Participant deferral / active EE | $15,090 | $5,179+191.4% | $4,320+249.3% | $5,352+182.0% |
| Admin fee / account holder | $2,277 | $8,391-72.9% | $6,269-63.7% | $9,540-76.1% |