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 | $210,812 | $71,883+193.3% | $86,677+143.2% | $68,494+207.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.34% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $8,481 | $2,173+290.3% | $2,836+199.0% | $2,596+226.6% |
| Participant deferral / active EE | $7,601 | $3,779+101.2% | $4,656+63.3% | $4,027+88.7% |
| Admin fee / account holder | $14,293 | $6,112+133.9% | $7,493+90.8% | $5,403+164.6% |