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 | $185,909 | $81,900+127.0% | $119,609+55.4% | $68,494+171.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.33% | -23.82%+9.5pp | -14.97%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $15,215 | $2,693+464.9% | $4,232+259.5% | $2,596+486.0% |
| Participant deferral / active EE | $5,106 | $4,148+23.1% | $5,602-8.9% | $4,027+26.8% |
| Admin fee / account holder | $6,336 | $6,582-3.7% | $10,323-38.6% | $5,403+17.3% |