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 | $240,628 | $42,894+461.0% | $60,874+295.3% | $68,494+251.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.77% | -13.98%-2.8pp | 16.90%-33.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $20,654 | $1,978+944.1% | $2,701+664.5% | $2,596+695.5% |
| Participant deferral / active EE | $6,725 | $2,867+134.6% | $3,817+76.2% | $4,027+67.0% |
| Admin fee / account holder | $12,177 | $3,101+292.7% | $3,224+277.7% | $5,403+125.4% |