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 | $241,943 | $64,707+273.9% | $112,228+115.6% | $68,494+253.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.58% | -11.40%+0.8pp | 27.45%-38.0pp | -7.84%-2.7pp |
| Employer contribution / active EE | $6,792 | $2,746+147.4% | $3,635+86.9% | $2,596+161.6% |
| Participant deferral / active EE | $9,869 | $3,565+176.8% | $4,728+108.7% | $4,027+145.1% |
| Admin fee / account holder | $6,517 | $5,232+24.6% | $6,410+1.7% | $5,403+20.6% |