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 | $239,632 | $59,107+305.4% | $86,436+177.2% | $68,494+249.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.57% | -0.23%-17.3pp | 4394.89%-4412.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,302 | $2,519+70.8% | $3,769+14.2% | $2,596+65.7% |
| Participant deferral / active EE | $9,334 | $5,901+58.2% | $6,952+34.3% | $4,027+131.8% |
| Admin fee / account holder | $5,329 | $5,637-5.5% | $6,731-20.8% | $5,403-1.4% |