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 | $218,809 | $82,286+165.9% | $68,791+218.1% | $134,475+62.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -15.34% | -2.19%-13.1pp | -6.38%-9.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,237 | $3,301-1.9% | $2,655+21.9% | $4,740-31.7% |
| Participant deferral / active EE | $7,752 | $4,739+63.6% | $3,941+96.7% | $6,400+21.1% |
| Admin fee / account holder | $128,121 | $6,481+1877.0% | $4,932+2497.8% | $11,426+1021.3% |