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 | $221,642 | $91,911+141.1% | $68,793+222.2% | $135,375+63.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.51% | -8.22%+3.7pp | -4.63%+0.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,375 | $3,924+11.5% | $2,625+66.7% | $4,779-8.4% |
| Participant deferral / active EE | $4,416 | $4,315+2.3% | $3,311+33.4% | $5,609-21.3% |
| Admin fee / account holder | $14,934 | $9,240+61.6% | $5,131+191.1% | $10,827+37.9% |