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 | $245,648 | $71,883+241.7% | $86,677+183.4% | $68,494+258.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.49% | 3.52%-16.0pp | 35.91%-48.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $9,171 | $2,173+322.1% | $2,836+223.3% | $2,596+253.2% |
| Participant deferral / active EE | $8,725 | $3,779+130.9% | $4,656+87.4% | $4,027+116.6% |
| Admin fee / account holder | $7,235 | $6,112+18.4% | $7,493-3.4% | $5,403+33.9% |